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  • What are AT1 bonds, and how do they work?
  • CLOs have the fundamentals to absorb recession
  • Credit Suisse’s chunky coupon a sign of the times
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  • Has inflation peaked? Ask the housing market.
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  • Value has returned to AAA CLOs
  • Even in recession, defaults will be lower than previous cycles
  • Return of bond-equity correlations could offer respite for investors
  • ABS spreads are pricing in a lot of downside

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Insights Topic

Government Bonds

Treasuries to stabilise amid aggressive Fed hiking
TwentyFour Blog | Read | 2 min 27 Jun 2022 by Mark Holman

Treasuries to stabilise amid aggressive Fed hiking

With Fed rate hikes continuing and the economy progressing into late cycle stages, Mark Holman presents his expectations from the Fed going into the second half of the year and explains why he believes Treasuries can provide the protection investors may need.

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Will high yields stay high? Teaser
TwentyFour Blog | Read | 2 min 23 Jun 2022 by Pierre Beniguel

Will high yields stay high?

For all of these observations, there is one common observation – yields did not stay at these high levels for very long.

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Return of bond-equity correlations could offer respite for investors
TwentyFour Blog | Read | 2 min 13 May 2022 by Eoin Walsh

Return of bond-equity correlations could offer respite for investors

The broad-based sell-off that has faced investors since the start of this year has been all the more painful because of the breakdown in traditional correlations, which has put conventional hiding places out of reach.

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Peak hawkishness for rates, but can the consumer handle it?
TwentyFour Blog | Read | 3 min 26 Apr 2022 by Eoin Walsh

Peak hawkishness for rates, but can the consumer handle it?

Since the end of last year, central bank officials have been falling over themselves to increase their hawkishness around rates, particularly in the US. Even the ECB Governing Council members have been vocal of late.

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Multi-Sector Bond Quarterly Update – April 2022 Teaser
Market Update | Watch | 3 min 13 Apr 2022 by Eoin Walsh

Multi-Sector Bond Quarterly Update – April 2022

TwentyFour Partner and Portfolio Manager, Eoin Walsh, discusses market conditions in Q1 2022 and provides his outlook for the year ahead.

Watch now

Why inflation risks are still tilted to the upside
TwentyFour Blog | Read | 4 min 7 Apr 2022 by Mark Holman

Why inflation risks are still tilted to the upside

With inflation running at 40-year highs in many parts of the world, it is easy to get carried away with making comparisons to the dark economic days of the early 1980s. 

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Is a soft landing possible?
TwentyFour Blog | Read | 3 min 1 Apr 2022 by Mark Holman

Is a soft landing possible?

As this remarkable cycle rapidly progresses, thoughts have more recently turned to the chances of a US recession in 2023, and whether the Fed can somehow pull off a soft landing.

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Powell confirms Fed pivot is complete
TwentyFour Blog | Read | 2 min 22 Mar 2022 by Eoin Walsh

Powell confirms Fed pivot is complete

Officially the Fed pivoted from its ‘transitory’ inflation rhetoric in December last year.

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FOMC: Central bankers face conundrum on inflation and growth
TwentyFour Blog | Read | 2 min 16 Mar 2022 by David Norris

FOMC: Central bankers face conundrum on inflation and growth

The much-anticipated March FOMC meeting is finally upon us, and given there was no meeting in February investors will be very glad of this window into the Fed’s thinking, particularly given the ongoing and far-reaching economic ramifications of Russia’s invasion of Ukraine.

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TwentyFour Blog | Read | 3 min 14 Mar 2022 by Gary Kirk

Investors face conundrum on government bond allocations

We think a base case that central banks will follow a more measured monetary policy path than markets are currently pricing in is reasonable given the current backdrop.

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Market Update | Read | 8 min 10 Mar 2022 by Mark Holman

Letter to investors

Global bond markets have moved sharply in the wake of Russia’s invasion of Ukraine as investors have tried to assess the impact of an unprecedented raft of financial and economic sanctions. Mark Holman looks at the potential implications for inflation and growth, and highlights some areas of fixed income where yields have risen to near-crisis levels.

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Steady Fed makes short end look attractive
TwentyFour Blog | Read | 2 min 21 Feb 2022 by Gary Kirk

Steady Fed makes short end look attractive

Escalating geopolitical tensions have contributed to a volatile past week for investors, but uncertainty regarding central bank action continues to dominate the bond markets, with one investment bank now predicting nine straight hikes from the Fed beginning at its March meeting.  

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