4 Jun 2020 TwentyFour Blog Credit Markets Have More Room to Rally Given the steep, uninterrupted rally we have witnessed since the end of March, we think it is a good time to reassess how much value is left in fixed income markets, if any. Read more
26 May 2020 Market Update Fixed Income Market Update - 26th May 2020 Partner and Portfolio Manager Felipe Villarroel provides an update on fixed income markets. Watch now
7 May 2020 Market Update Quarterly Update - 7th May 2020 CEO Mark Holman provides his outlook for credit markets in 2020, highlighting investment themes and sectors that still offer fixed income investors good relative value. Watch now
29 Apr 2020 Market Update What’s happening in fixed income markets? Partner and Portfolio Manager Felipe Villarroel provides an update on fixed income markets. Watch now
27 Apr 2020 Market Update Investors could face another decade of income scarcity The coronavirus pandemic has brought about perhaps the greatest– and fastest – repricing of risk fixed income investors have ever witnessed. Read more
9 Apr 2020 TwentyFour Blog Primary Bond Markets Escape Lockdown It has been a positive sign for us that despite lockdowns being enforced in most of the major economies around the world, in the last two weeks several issuers have managed to successfully raise new debt via the primary market. Read more
24 Mar 2020 TwentyFour Blog Panic Eases, But Pricing Peculiarities Persist in Fixed Income Some of the panic selling has also abated as investors are gradually building their cash piles to desirable levels. However, we are still a long way away from normal bond markets. Read more
16 Mar 2020 TwentyFour Blog More Shock and Awe But One Thing is Missing The authorities are now rapidly promising huge aid packages, but how do these aid packages find their way to the people that need aid? This is what is missing Read more
12 Mar 2020 Market Update TwentyFour Multi-Sector Bond Investor Update Webinar Partner and Portfolio Manager Eoin Walsh provides an update on recent market developments and looking at the portfolio positioning of the Strategic Income Fund. Watch now
5 Feb 2020 TwentyFour Blog Treasuries Offering Good Virus Protection Perfect timing is practically impossible in situations like these, but one way to tackle this risk is to gradually reduce ‘good’ duration by moving to the shorter part of the UST curve, which would be less sensitive to a move higher in yields. Read more
3 Feb 2020 Market Update 2020 Fixed Income Outlook Partner and Portfolio Manager Felipe Villarroel recently hosted a webinar providing an outlook for credit markets in 2020, highlighting investment themes and sectors that still offer fixed income investors good relative value. Watch now
27 Jan 2020 Market Update TwentyFour Q1 Investor Update CEO Mark Holman provides his outlook for credit markets in 2020, highlighting investment themes and sectors that still offer fixed income investors good relative value. Watch now
