25 Sep 2023 TwentyFour Blog Pause for thought: Was this the BoE's final rate hike? Are central banks now at a point where they are done with hiking cycles and are we seeing a positive outcome for fixed income? Read more
22 Sep 2023 TwentyFour Blog Deals come thick and fast in European ABS after summer recess The European ABS market is making a strong comeback post-summer, witnessing two of the busiest weeks in over a decade, driven by robust demand. Read more
21 Sep 2023 TwentyFour Blog Fed rates held: Goldilocks is in the building Eoin Walsh shares his thoughts following last night's statement from the Federal Reserve, concluding that for now while treasury yields aren’t helping, credit looks attractive based on the rosy economic forecasts. Read more
28 Sep 2023 Market Update The future looks good for Fixed Income Partner and portfolio manager, Eoin Walsh, delivered the keynote address at the TwentyFour Fixed Income Conference in London on September 12. Watch now
15 Sep 2023 TwentyFour Blog ECB: That's All Folks? Felipe Villarroel argues that it will not be long before we see yields in fixed income assets at levels markedly above spot inflation which could translate in investors racing to lock in those yields. Read more
13 Sep 2023 TwentyFour Blog Growing signs that the UK labour market is weakening The labour market has been one of the major headaches the Bank of England has had to deal with in their battle against inflation. Yesterday the ONS released their monthly labour market update and although some of those headaches’ causes are not abating, there are others that are actually showing signs of progress. Read more
11 Sep 2023 TwentyFour Blog ECB’s turn to skip? Dillon Lancaster comments on the divergence in views from ECB members, and whether the end of the week will see a 'skip' or 'hawkish pause'. He believes either outcome is not likely to have a huge effect on the market. Read more
4 Sep 2023 TwentyFour Blog New issues highlight value opportunities in fixed income Pierre Beniguel gives his thoughts on some of the deals that have caught his eye from the reopening of the primary market after a quiet summer. Read more
31 Aug 2023 TwentyFour Blog How UK mortgages are weathering the storm? Pauline Quirin asks the question "How are UK mortgages weathering the storm?", exploring pre and post Global Financial Crisis mortgages and how the surge in rates has impacted the performance of UK RMBS. Read more
30 Aug 2023 TwentyFour Blog Labour markets show encouraging signs of progress Felipe Villarroel takes a look at what progress, if any, has been made in the labour market and how this resonates with the Fed's projection of labour markets easing while not experiencing a major disruption. Read more