TwentyFour Blog | Read | 2 min 4 May 2023 ECB’s bank lending survey shows a slowing economy but no crisis Following the release of the ECBs bank lending survey Felipe Villarroel looks at the response from the banking sector and the wider implications for credit conditions. Read more
TwentyFour Blog | Read | 4 min 3 May 2023 CLO performance in 2023, what's next? European Asset Backed Securities has been one of the few asset classes that has showed positive performance this year, Aza Teeuwen answers the million dollar question, how do you position for this? Read more
TwentyFour Blog | Read | 3 min 27 Apr 2023 European banks continue to deliver, on earnings and calls As earnings season kicks off in Europe, Eoin Walsh looks at what impact, if any, recent volatility in the banking sector has had on European banks. Read more
TwentyFour Blog | Read | 2 min 24 Apr 2023 High yield supply points to buoyant market In the last few weeks the high yield primary market has seen a resumption of issuance which Portfolio Manager George Curtis believes points to a relatively buoyant market. Read more
TwentyFour Blog | Read | 2 min 21 Apr 2023 Labour markets continue to cool off Partner and Portfolio Manager Felipe Villarroel looks at new labour market data from the US and why this is good news for the Fed. Read more
Market Update | Watch | 4 min 20 Apr 2023 Multi-Sector Bond Quarterly Update – April 2023 Following a busy quarter in bond markets, Portfolio Manager Charlene Malik reflects on macro events and discusses how our Multi-Sector Bond team have responded. Watch now
Market Update | Watch | 3 min 20 Apr 2023 Investment Grade Quarterly Update – April 2023 Partner and Portfolio Manager Chris Bowie discusses recent Q1 events and gives an outlook for Investment Grade for the next quarter. Watch now
Market Update | Watch | 5 min 20 Apr 2023 Asset-Backed Securities Quarterly Update – April 2023 Partner and Portfolio Manager, Aza Teeuwen, discusses the impact of Q1 events on the European ABS market and how he expects the markets to respond moving forward. Watch now
TwentyFour Blog | Read | 2 min 17 Apr 2023 Bank results should see levels begin to normalise With the US bank earning season having begun last Friday, Dillon Lancaster believes this could be a catalyst to help spreads begin to recover. Read more
TwentyFour Blog | Read | 2 min 14 Apr 2023 UK Credit Conditions In his latest blog, Gary Kirk provides his assessment of the recently published Q1 Credit Conditions Survey by the Bank of England and what this means for the wider economy. Read more
TwentyFour Blog | Read | 3 min 5 Apr 2023 Tighter financial conditions might herald end to rate hikes Is the end of rate hikes near for the US? Concerns over regional banks and a weakening labour market are raising questions about the Fed's next move. Read more
TwentyFour Blog | Read | 2 min 4 Apr 2023 Negative credit migration calls for caution Despite the recent volatility in the banking sector, corporate credit has remained strong. Pierre Beniguel looks at the interesting rating action which caught attention last week. Read more