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.
Portfolio Insights: Asset-Backed Securities – July 2026
TwentyFour Asset Management’s Elena Rinaldi reflects on a quarter in which Asset-Backed Securities (ABS) and Collateralised Loan Obligation (CLOs) markets demonstrated resilience despite heightened geopolitical and market volatility.
Portfolio Insights: Multi-Sector Bond – July 2026
TwentyFour Asset Management’s Diva Bashay reflects on a quarter which tested market sentiment through geopolitical tensions, shifting interest rate expectations and UK political developments.
Portfolio Insights: Investment Grade – July 2026
TwentyFour Asset Management’s Gordon Shannon reflects on a quarter shaped by geopolitical tensions, government bond volatility and shifting central bank expectations.
Can the bond market digest AI hyperscaler supply?
Another week, another hyperscaler deal. Market participants have by now become accustomed to the steady flood of issuance from the large tech players as they look to build out their Artificial intelligence (AI) infrastructure to manage the ever-increasing demands for compute
Better times ahead? Assessing Germany’s new macro reforms
The German government has been quite an active and bold one since it took office some 15 months ago.
Five reasons to invest in CLOs
Collateralised loan obligations (CLOs) are securitisations backed by a large pool of senior secured corporate loans, which are financed partly via selling bonds to investors.
US banks: No stress here
Last week, the US Federal Reserve (Fed) published the results of its 2026 Dodd-Frank Act Stress Test, with all 32 large banks – including a few subsidiaries of European lenders – remaining above their minimum capital requirements under a severely adverse scenario.
Five reasons to invest in Multi-Asset Credit
Multi-Asset Credit (MAC) is an active, unconstrained fixed income strategy that targets higher returns for investors who accept greater market and credit risk.
SpaceX: Reading between the lines
Elon Musk’s SpaceX has given markets a rare opportunity to test risk appetite across credit and equity in recent days, having followed its blockbuster initial public offering (IPO) with a bond market debut.
Are banks being deregulated?
Reading recent headlines in the financial press, in addition to recent proposals from both US and European regulators, you could be forgiven for thinking banks are undergoing a wave of deregulation.
Warsh’s debut eases independence concerns, but weakens the ‘Fed put’
Wednesday’s Federal Reserve (Fed) press conference was one of the most eagerly awaited in a very long time. Kevin Warsh’s debut as chair, after three weeks in post, was not an easy one.