All insights
Can Warsh get markets to play the ball, not the referee?
Federal Reserve (Fed) Chair Kevin Warsh hosted his second Federal Open Market Committee (FOMC) meeting this week, with most people, including ourselves, expecting a hawkish hold.
Data centre debt: Navigating shifts in sentiment
Data centres are becoming increasingly important in credit markets, as accelerating artificial intelligence (AI) adoption and continued growth in demand for cloud solutions drive significant capital expenditure (capex) needs.
The three pillars of Multi-Asset Credit at TwentyFour
The TwentyFour Multi-Asset Credit (MAC) strategy aims to maximise returns by allocating to a broad range of sectors across the global credit markets and dynamically targeting what it considers the optimum mix of credit assets as economic conditions change across the market cycle.
European Commission Communication: Recalibration rather than revolution
The European Commission (EC) published a Communication last week on the competitiveness of the European Union (EU) banking sector and the single market in banking, setting out an agenda to reduce national fragmentation and simplify prudential, resolution and reporting requirements.
Flash Fixed Income: Riding the bumps in credit markets
Credit assets generally performed well in the first of half of 2026, despite periodic volatility driven by the Iran war and concerns about AI disruption and private credit.
Softer US inflation eases rate hike pressure
US consumer price index (CPI) inflation eased more than expected in June, reducing the probability of a hike at the Federal Open Market Committee (FOMC) meeting later this month.