All insights
China: It is now imperative the government sorts out its problems
The Chinese economy has experienced a lot of volatility in 2023.
Fixed Income outlook 2024: strong returns ahead
After a horrible year for financial markets in 2022, the macro-outlook for 2023 had a lot of consensus views, with most predicting a much better year ahead, helped by supportive rate cuts from central banks and positive returns from both government bonds and credit.
First cut now in sight as interest-rate hikes come to an end
The cuts are coming as the cycle of interest-rate hikes ends. In his latest blog, George Curtis discusses how falling inflation, weaker job reports, and signs of a European recession are reshaping expectations for interest rates.
Ford’s upgrade helps the US high-yield market to motor
Ford reclaims its investment-grade status after almost four years in high-yield territory. Chris Holman's latest blog reveals why this isn’t just a win for the car company and will have a positive impact on the entire US high-yield market.
TwentyFour Advent Calendar 2023
The TwentyFour Advent Calendar is a collection of 24 stats telling the story of fixed income and markets this year. The calendar covers everything from interest-rate rises and record bond issuance to falling house prices and disappearing banks.
CLO metrics remain robust as leveraged loans beat expectations
Recently, our credit experts delved into the performance of the high-yield market, revealing how the maturity wall does not seem to be a significant challenge for most companies.