8 Nov 2021 TwentyFour Blog Santander leading the way in consumer ABS Marko Feiertag take a closer look at Santander’s latest consumer ABS transaction, which attracted strong demand despite being increased to a bumper €1.5bn in size. Read more
5 Nov 2021 TwentyFour Blog Did the BoE surprise, or were you just not listening? So that’s the banks, rates, swaps and currency traders that all apparently got the wrong end of the stick. Explaining how you might arrive at a future monetary policy decision is a challenging and fine balancing act, but as Governor of the Bank of England that is of course one your jobs. Read more
4 Nov 2021 TwentyFour Blog Incredibly low default rates support the case for high yield credit With forecasts remaining low and credit fundamentals as supportive as they are, the outlook for US high yield continues to look compelling. Read more
3 Nov 2021 TwentyFour Blog Will mortgage borrowers cope when the BoE hikes? Speculation on the timing of the Bank of England’s first post-pandemic rate hike has been rife. But whether the BoE hikes rates later this week, next month or even waits until after year-end, it is worth thinking about what it will mean for the general public, a step away from the financial markets. Read more
1 Nov 2021 TwentyFour Blog A big week for rates with the BoE centre stage Following a turbulent week for rates markets, Eoin Walsh outlines what investors can expect as the Bank of England and other central banks meet this week. Read more
28 Oct 2021 TwentyFour Blog Is There Value in Student Housing CMBS? With a student housing CMBS deal recently brought to market, Kevin Law evaluates the sector’s outlook in the aftermath of COVID-19 Read more
27 Oct 2021 TwentyFour Blog Supply Chain Reaction Increases Pressure on Fed With all eyes on November 3 and the Fed’s next move, Paul Kim looks at supply chain disruption in the US and how its cost pressures have shifted the narrative on ‘transitory’ inflation. Read more
26 Oct 2021 Market Update Asset-Backed Securities Quarterly Update – October 2021 TwentyFour Partner and Portfolio Manager, Douglas Charleston, explains how ABS markets have performed in Q3 2021 and provides his outlook for the rest of the year. Watch now
26 Oct 2021 Market Update Investment Grade Quarterly Update – October 2021 TwentyFour Portfolio Manager, Diana Chiu, discusses how Investment Grade markets have performed in Q3 2021 and provides her outlook for the rest of the year. Watch now
26 Oct 2021 Market Update Multi-Sector Bond Quarterly Update – October 2021 TwentyFour Portfolio Manager, Charlene Malik, discusses market conditions in Q3 2021 and provides her outlook for the rest of the year. Watch now