
Investment Grade Quarterly Update – April 2022
TwentyFour Partner and Portfolio Manager, Gordon Shannon, describes the developments of the investment grade strategy in Q1 2022.

ESG Quarterly Update – April 2022
TwentyFour Partner and Portfolio Manager, Graeme Anderson, provides an update on the firm's ESG activities in Q1 2022.

Multi-Sector Bond Quarterly Update – April 2022
TwentyFour Partner and Portfolio Manager, Eoin Walsh, discusses market conditions in Q1 2022 and provides his outlook for the year ahead.

Asset-Backed Securities Quarterly Update – April 2022
TwentyFour Portfolio Manager, Elena Rinaldi, explains how European ABS markets behaved in Q1 2022 and provides her outlook for the year ahead.

Taking stock of recent bond moves
So far, most fixed income asset classes have experienced a tumultuous 2022. With high yield markets bucking the trend in recent weeks, George Curtis takes a closer look at the drivers of the sector’s recent strength and its current opportunity set.

Rationality will win out for AT1s in the real world
Despite the ECB's recent review bringing some previously debated points surrounding AT1s to the forefront, we believe any changes would create undesired, real-world consequences if implemented.

Why inflation risks are still tilted to the upside
With inflation running at 40-year highs in many parts of the world, it is easy to get carried away with making comparisons to the dark economic days of the early 1980s.

UK sub-prime lending raises ESG concerns
Last week Oodle Financial Services successfully priced its fifth UK Auto ABS transaction, Dowson 2022-1.

Is a soft landing possible?
As this remarkable cycle rapidly progresses, thoughts have more recently turned to the chances of a US recession in 2023, and whether the Fed can somehow pull off a soft landing.

Why short term bonds can be the ideal tonic for rampant inflation
Inflation’s resurgence has created a huge challenge for fixed income investors so far in 2022.

Deutsche Bank lures CoCo investors
The reshaping of Deutsche Bank since the end of the global financial crisis has been one of the longest-running transformation stories in the banking sector.

Investor Update Presentation - 24th March 2022
Defined by the realities of persistent inflation and an uncertain geopolitical backdrop, bond market conditions during 2022 have proved nothing short of challenging.
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