Market Update | Watch | 5 min 19 Jan 2023 Multi-Sector Bond Quarterly Update – January 2023 TwentyFour Portfolio Manager, Pierre Beniguel, discusses recent market developments in Q4 2022 and provides his outlook for the year ahead. Watch now
Market Update | Watch | 5 min 19 Jan 2023 Asset-Backed Securities Quarterly Update – January 2023 TwentyFour Partner and Portfolio Manager, Douglas Charleston, describes the developments of the ABS market in Q4 2022. Watch now
Market Update | Watch | 4 min 19 Jan 2023 Investment Grade Quarterly Update – January 2023 TwentyFour AM portfolio manager Jack Daley discusses Q4 performance for Investment Grade markets and provides his outlook for 2023. Watch now
TwentyFour Blog | Read | 3 min 17 Jan 2023 First results from great QT experiment are positive With many market participants fearing the impact of quantitative tightening (QT), Johnathan Owen looks at one central bank’s early experience of actively selling bonds to investors. Read more
TwentyFour Blog | Read | 3 min 8 Dec 2022 AroundTown: bad call In our latest blog, Pierre Beniguel looks at the implications of AroundTown’s corporate hybrid non-call and the shock announcement that it will also consider deferring coupon payments. Read more
TwentyFour Blog | Read | 2 min 7 Dec 2022 Nationwide deal highlights surge in ABS interest and income Higher rates mean the income available on AAA RMBS bonds is eight times what it was at the start of this year, and growing demand for this floating rate asset class is clear, says Kevin Law. Read more
TwentyFour Blog | Read | 3 min 1 Dec 2022 Labour market the driving force for the Fed Following Chairman Powell’s speech last night, George Curtis looks at what the latest labour market data means for the Fed’s war on inflation. Read more
TwentyFour Blog | Read | 3 min 1 Nov 2022 UK risk premium looks too steep with stability restored With Rishi Sunak and Jeremy Hunt leading a more fiscally conservative UK government, Johnathan Owen checks in on sterling asset valuations and argues the UK premium is overcompensating for underlying risks. Read more
Market Update | Watch | 5 min 14 Oct 2022 Multi-Sector Bond Quarterly Update – October 2022 George Curtis looks at market conditions in the third quarter of 2022 and his expectations for the rest of the year. Watch now
Market Update | Watch | 6 min 14 Oct 2022 Investment Grade Quarterly Update – October 2022 TwentyFour Portfolio Manager, Johnathan Owen, explains how investment grade markets have performed in Q3 2022. Watch now
Market Update | Watch | 3 min 14 Oct 2022 Asset-Backed Securities Quarterly Update – October 2022 TwentyFour Partner and Portfolio Manager, Douglas Charleston, explains how ABS markets have performed in Q3 2022 and provides his outlook for the rest of the year. Watch now
Market Update | Watch | 2 min 14 Oct 2022 ESG Quarterly Update - October 2022 Charlene Hogg summarises the firm's ESG activities in Q3 2022 including successful application for the UK Stewardship Code. Watch now