9 Oct 2023 Market Update Why now for short-dated IG credit? Chris Bowie, Partner and Portfolio Management, discusses three key reasons why he believes short-dated investment grade credit is an attractive investment option. Watch now
13 Oct 2023 Market Update When is the right time to add duration? Jack Daley, Portfolio Management, tackles a common question: When is the right time to add duration? This is a topic we frequently explore and debate. Watch now
12 Oct 2023 Market Update Opportunities in short-dated AT1s Johnathan Owen, Portfolio Management, reflects on why the AT1 market has been brought into the spotlight this year, following the events of the US regional banking crisis and Credit Suisse. Watch now
10 Oct 2023 Market Update How will our portfolio perform if we don’t get the expected soft landing George Curtis, Portfolio Management explores how our portfolio will perform in the event we don’t get the expected soft landing. Watch now
23 Oct 2023 TwentyFour Blog Hitting the wall: What next for high yield default rates? Thomas Barkin, President of the Richmond Fed, called any (potential) upcoming recession "the most predicted recession ever". Read more
18 Oct 2023 Market Update Multi-Sector Bond Quarterly Update – October 2023 A member of our Multi-Sector Bond team reflects on a tricky quarter for markets, highlighting the behaviour of the US Federal Reserve, the ECB and the Bank of England and then discusses the ways in which the MSB team have responded to these Q3 events. Watch now
18 Oct 2023 Market Update Investment Grade Quarterly Update – October 2023 In our Investment Grade quarterly update, Gordon Shannon, reflects on government bond yields, which accelerated sharply at the end of Q3, as well as commenting on the behaviour of the European Central Banks over the quarter and the soft-landing 'fairytale' markets had hoped for. Watch now
18 Oct 2023 Market Update Asset-Backed Securities Quarterly Update – October 2023 Elena Rinaldi gives an update on the market, highlighting the peak in rates in the quarter, the performance of ABS for the quarter, and delving deeper into the primary issuance activity over the summer months. Watch now
17 Oct 2023 TwentyFour Blog Today’s labour market numbers are good news for the Bank of England This morning the ONS published its monthly update on the UK labour market. Of all the G7 countries, the UK has had the most puzzling labour market dynamics post pandemic, as we discussed in a previous blog. Read more
13 Oct 2023 TwentyFour Blog Examined: the case for fixed income in a hard or soft landing Fixed income investors have gone through a stressful few weeks. Since the beginning of September, government bond yields have moved sharply higher, causing spreads to widen and returns to worsen across the board. Read more