12 Dec 2025 TwentyFour Blog Would the ECB say goodbye to AT1s? On Thursday, the European Central Bank (ECB) published a report setting out a number of proposals for simplifying the regulatory framework for banks. Read more
8 Dec 2025 TwentyFour Blog UK migration a reminder of unusual labour market dynamics Late last month, the UK’s Office for National Statistics (ONS) published updated migration numbers for the year to June 2025. As we argued here, immigration will be an important variable to monitor when it comes to assessing the health of labour markets. Read more
10 Dec 2025 TwentyFour Blog The TwentyFour 7: Seven questions that could define 2026 for fixed income As we approach the end of a year that has seen risk assets shrug off US tariffs and mounting concerns over AI-driven tech valuations, TwentyFour Asset Management’s portfolio management team selects the seven key questions that they believe will define 2026 for fixed income investors. Read more
3 Dec 2025 TwentyFour Blog UK banks earn lower capital requirements with stress test results After solid stress test results from UK insurers last week, on Tuesday it was the banks’ turn as the Bank of England (BoE) published its 2025 stress test results along with December’s Financial Stability Report. Read more
2 Dec 2025 TwentyFour Blog Private credit and life insurers: Is there a problem? The terms private credit and life insurance have appeared together in multiple negative headlines in recent weeks, and to casual observers the link between the two may not be immediately obvious. Read more
27 Nov 2025 TwentyFour Blog Job done for Reeves but numbers far from certain The wait is over. UK Chancellor Rachel Reeves delivered her much anticipated November Budget on Wednesday, ending weeks of rumours and leaks that had created a general feeling that all measures were on the table – now investors, businesses and taxpayers alike can fill in the empty cells on their spreadsheets and calculate what’s left. Read more
25 Nov 2025 TwentyFour Blog Insurance stress tests show resilience amid private credit concerns The private credit exposure of life insurance firms, particularly those with private equity (PE) owners, has been drawing the market’s attention in recent weeks. Read more
24 Nov 2025 News TwentyFour Select Monthly Income Fund Limited wins Fund of the Year, Alternative Credit Awards 2025 TwentyFour Select Monthly Income Fund (SMIF) was a winner at this year’s Alternative Credit Awards 2025, taking home the award for Fund of the Year (assets under US $1bn) at last week’s ceremony in London. Read more