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    We are an asset management company and we specialise in fixed income, nothing else. This fixed income specialist focus means that all our resources and people are managing one asset class with no distractions.

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    That shrinking feeling: Money supply tightens as rate hikes feed through
    That shrinking feeling: Money supply tightens as rate hikes feed through
    Following the recent publication of the European Central Bank's monthly “Monetary Developments in the Euro Area” report, Felipe Villarroel takes a deep dive into how this report evidences the impact that successive rate hikes are having on the economy

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Insights Topic

Fixed Income

2023-09-01_US-Brand_paris_teaser.jpg
Viewpoint | Read | 6 min 21 Aug 2023

Fixed income opportunities in a soft landing scenario

After a difficult 2022, bonds may be poised for unusually high returns compared to historic averages. And not just in the US -- we see opportunities in European CLOs and RMBS. They offer double digit yields for short-dated debt and look very attractive on a relative value basis compared to domestic credit.

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Savings ratios diverging dynamics
TwentyFour Blog | Read | 2 min 4 Aug 2023

Diverging dynamics in savings ratios

As governments around the world provided support in various manners during the pandemic, savings ratios increased to levels that were twice as large as the previous all time highs in some countries. Felipe Villarroel takes a look at some countries' spending vs savings monthly data patterns and lays out what he thinks this means for fixed income investors.

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Banks have done their part – now will markets catch up
TwentyFour Blog | Read | 2 min 2 Aug 2023

Banks have done their part – now will markets catch up

Bank bonds have been amongst the best performing asset classes in fixed income over the last few months, doing their bit in proving their strength.

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Reinvestment risk growing, along with the soft landing narrative
TwentyFour Blog | Read | 3 min 19 Jul 2023

Reinvestment risk growing, along with the soft landing narrative

What level of risk are investors willing to take? As central bank rates hike and a soft landing narrative makes its way into analysts’ forecasts, Eoin Walsh takes a look at what affects this has on investment risk and reinvestment risk.

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Investment Grade Quarterly Update – July 2023
Market Update | Watch | 6 min 19 Jul 2023

Investment Grade Quarterly Update – July 2023

Jack Daley takes a look into the economic events that have influenced the investment grade markets in Q2. He then goes on to explain why he believes investment grade fixed income offers the most attractive risk-adjusted returns currently available.

Watch now

Multi-Sector Bond Quarterly Update – July 2023
Market Update | Watch | 4 min 19 Jul 2023

Multi-Sector Bond Quarterly Update – July 2023

In our MSB update, Charlene Malik, reflects on the banking turmoil that occurred in Q2, as well as happenings around the US debt ceiling and global inflation. She then goes on to discuss the ways the MSB team have responded to Q2 events.

Watch now

Asset-Backed Securities Quarterly Update – July 2023
Market Update | Watch | 5 min 19 Jul 2023

Asset-Backed Securities Quarterly Update – July 2023

Douglas Charleston believes European ABS has once again provided a rare bright spot for fixed income. He explains how, from Q1 to Q2, focuses have shifted, and delves into different macro-economic variables affecting the ABS market.

Watch now

Soft landing narrative taking hold
TwentyFour Blog | Read | 2 min 18 Jul 2023

Soft landing narrative taking hold

What sort of landing will the global economy experience? With the recent release of the US CPI report, inflation has been on a downward trend and the resilient activity data has continued to surprise many. This report has acted as a trigger of sorts for increasing calls for a soft landing.

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A busy week ahead for central banks
TwentyFour Blog | Read | 3 min 12 Jun 2023

A busy week ahead for central banks

What can we expect from central banks this week? Felipe Villarroel looks at how recent CPI prints in the Eurozone and in the United States are expected to influence upcoming central bank monetary policy decisions.

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European consumers not expecting a hard landing
TwentyFour Blog | Read | 2 min 8 Jun 2023

European consumers not expecting a hard landing

What have we learnt from the ECB’s Consumer Expectations Survey? Felipe Villarroel discusses how latest changes in the consumer’s expectations of the economy reflect that the ECB’s monetary policy is actually working.

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US debt - stuck in a vicious cycle
TwentyFour Blog | Read | 4 min 1 Jun 2023

US debt - stuck in a vicious cycle

In recent weeks the US debt ceiling has been dominating headlines with investors focused on the imminent threat of a US default which would be extremely unnerving for global markets. Johnathan Owen looks at the wider implications facing the US economy.

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European banks continue to deliver, on earnings and calls
TwentyFour Blog | Read | 3 min 27 Apr 2023

European banks continue to deliver, on earnings and calls

As earnings season kicks off in Europe, Eoin Walsh looks at what impact, if any, recent volatility in the banking sector has had on European banks. 

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