29 Sep 2021 TwentyFour Blog Rates Become The Source of Risk Again From time to time, Treasury yields actually become the source of risk for financial markets. Read more
28 Sep 2021 TwentyFour Blog Should Investors Fear a Hawkish Tilt? On Wednesday, the Fed moved one step closer to tapering and even put quite a clear timeframe for it, while on Thursday, the Bank of England openly talked about rate hikes. Read more
24 Sep 2021 TwentyFour Blog Stagflation – Probable or Panic? Our base case is for a continuation of quite high growth and a modest inflation overshoot. For bond investors, positioning for stagflation could be a dangerous trade if that base case bears out Read more
22 Sep 2021 Event Replay Insights from the ESG team - Fixed Income Festival 2021 TwentyFour Asset Management's annual conference took place virtually for the second year running on September 15 & 16, with hundreds of attendees tuning in live for interactive sessions with TwentyFour's portfolio management team. All the insights from the ESG team are now available Watch now
22 Sep 2021 Event Replay Insights from the Multi Sector team - Fixed Income Festival 2021 TwentyFour Asset Management's annual conference took place virtually for the second year running on September 15 & 16, with hundreds of attendees tuning in live for interactive sessions with TwentyFour's portfolio management team. All the insights from the Multi-Sector team are now available Watch now
22 Sep 2021 Event Replay Insights from the Investment Grade team - Fixed Income Festival 2021 TwentyFour Asset Management's annual conference took place virtually for the second year running on September 15 & 16, with hundreds of attendees tuning in live for interactive sessions with TwentyFour's portfolio management team. All the insights from the Investment Grade team are now available Watch now
8 Sep 2021 TwentyFour Blog For Bonds, Q4 Will Present Similar Challenges to Q1 As we rapidly descend upon the fourth quarter of this extraordinary year, we think some of the risks fixed income investors faced back in Q1 will rear their heads again before the end of 2021. Read more
16 Jul 2021 Market Update Multi-Sector Bond Quarterly Update – July 2021 TwentyFour's CEO, Mark Holman, discusses market conditions in Q2 2021 and provides his outlook for the year ahead. Watch now
16 Jul 2021 TwentyFour Blog Curb Your QE Whether the Bank of England halts all purchases in August or merely begins to slow the pace of purchasing later in Q4 this year, by 2022, less technical support will exist for gilts. Read more
15 Jul 2021 Market Update Asset-Backed Securities Quarterly Update – July 2021 TwentyFour Partner and Portfolio Manager, Douglas Charleston, explains how ABS markets have performed in Q2 2021 and provides his outlook for the year ahead. Watch now
15 Jul 2021 Market Update Investment Grade Quarterly Update – July 2021 TwentyFour Partner and Portfolio Manager, Gordon Shannon, discusses how Investment Grade markets have performed in Q2 2021 and provides his outlook for the upcoming months. Watch now
20 May 2021 Market Update Inflation and Fixed Income: Threat and Opportunity TwentyFour partners Gordon Shannon, Doug Charleston and Felipe Villarroel sat down to debate the potential impact of inflation on the fixed income universe, from government bonds and investment grade credit through to ABS and high yield. Watch now