13 Sep 2022 Market Update Why are high break-evens attractive for investors? Johnathan Owen explains why bonds with high break-even yields can be attractive for investors, and looks at two examples of UK companies with high break-evens. Watch now
13 Sep 2022 Market Update High yields mean fixed income can tick all the boxes for investors Ben Hayward explains why bond yields are unusually high today, and why he believes the fixed income market could satisfy investors’ needs in the current environment. Watch now
13 Sep 2022 Market Update Is there now enough yield on the table in fixed income? Chris Bowie runs through the four risks he says fixed income investors need to watch right now – inflation, unemployment, geopolitics and liquidity – and why he believes short dated bonds might offer some protection Watch now
13 Sep 2022 Market Update ESG in ABS Update How has ESG in the ABS market changed over the last year? Pauline Quirin talks through some of the positive development she's seen and the main challenges facing the ABS market. Watch now
7 Oct 2022 TwentyFour Blog Are BBBs still the place to be? With rates volatility persisting and developed markets likely sliding toward recession, Jack Daley revisits our research on BBB defaults and returns and explains why we tend to maintain a significant allocation to BBB credit. Read more
5 Oct 2022 Market Update Investor Update - October 2022 Eoin Walsh gave an update on fixed income markets, touching on what has been going on in UK markets, as well as how the events of recent days fit into the overall macro picture, including inflation and the likely path of central bank policy elsewhere in the world. Watch now
5 Oct 2022 TwentyFour Blog Where are CLOs trading after the Truss Tantrum? With the higher rated tranches of euro CLOs popular with UK pension funds, Aza Teeuwen looks at how the market coped with heavy selling in recent days and notes investment grade CLO bonds are now yielding close to 10%. Read more
4 Oct 2022 TwentyFour Blog UK fundamentals turn into technical Will Kwasi Kwarteng’s U-turn bring some much needed stability to the UK economy? Dillon Lancaster shares his thoughts Read more
29 Sep 2022 Market Update Rates stability would be a game-changer for fixed income With central banks speeding through their hiking cycles, a return to rates stability (elusive thus far) could allow investors to reap the rewards of bond yields that are unusually high for this point in the cycle. Read more
27 Sep 2022 TwentyFour Blog Is the UK mortgage market ‘closed’? With UK banks pulling mortgages from the market, Douglas Charleston explains why this doesn’t reflect any fundamental weakness in the UK banking sector, but rather the uncertainty created by the sharp moves in UK rates. Read more