All insights

Perfect timing is practically impossible in situations like these, but one way to tackle this risk is to gradually reduce ‘good’ duration by moving to the shorter part of the UST curve, which would be less sensitive to a move higher in yields.

Partner and Portfolio Manager Felipe Villarroel recently hosted a webinar providing an outlook for credit markets in 2020, highlighting investment themes and sectors that still offer fixed income investors good relative value.

Chris Bowie outlines the highlights and lowlights for the fund, the successes and challenges, the triumphs and the odd sleepless night.

In what was Mark Carney’s last meeting as governor of the Bank, the MPC delivered a mixed message.

Chris Bowie discusses “The Opportunities in Sterling Credit” as he goes into some of the myths and opportunities within the sterling credit markets and trends we expect for the year ahead.

The TwentyFour Corporate Bond Fund has recently celebrated its 5 year anniversary. Partner and Portfolio Manager Chris Bowie looks back and reflects on the successes and challenges of running the fund over the last five years as well as providing an outlook for the Fund going forward.

CEO Mark Holman provides his outlook for credit markets in 2020, highlighting investment themes and sectors that still offer fixed income investors good relative value.

Given the material positive performance seen in other parts of the fixed income markets in 2019, the CLO relative value proposition now looks even more attractive.

A rate cut now makes very little sense to us, and wastes one of the few bullets the BoE has left in its armoury. If they do decide to cut next week, we think it will be reversed within 12 months.

TwentyFour Asset Management, the London and New York-based specialist fixed income boutique of Vontobel Asset Management, has launched the Vontobel Fund - TwentyFour Sustainable Short-Term Bond Income Fund.

Partner and Portfolio Manager Chris Bowie looks at some of the myths and opportunities within the sterling credit markets and trends we expect for the year ahead.

Ben Hayward looks at the Q4 performance for Asset Backed Securities and provides an outlook for the year ahead.