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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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    Reaction to eventful Monday bodes well for markets
    Reaction to eventful Monday bodes well for markets
    Monday was a somewhat eventful day for markets with several headlines in the US and Europe. Risk assets did not necessarily reflect the eventfulness of the day, finishing virtually unchanged, while rates had a volatile day that ultimately produced a sizeable rally.

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Multi-Sector Bonds

Rating upgrades highlight Europe’s improved position
23 Apr 2025 TwentyFour Blog

Rating upgrades highlight Europe’s improved position

With a week currently feeling like a long time in geopolitics, the European sovereign crisis at the beginning of the last decade feels even more like a distant memory. The road to recovery for Europe’s periphery economies has been long and windy, but post-Covid it has been surprisingly smooth.
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TwentyFour Investor Update - April 2025
9 Apr 2025 Market Update

TwentyFour Investor Update - April 2025

President Trump’s tariffs have sparked a global sell-off across risk assets, and we expect markets to remain volatile in the short-term given the implications for the global economy.
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Multi-Sector Bond Quarterly Update – July 2024
1 Apr 2025 Market Update

Multi-Sector Bond Quarterly Update – April 2025

TwentyFour Asset Management’s Eoin Walsh breaks down a turbulent first quarter for investors, driven by newly imposed Trump tariffs and shifting economic forecasts.
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Flash Fixed Income
18 Feb 2025 Flash Fixed Income

Flash Fixed Income: Is term premium back?

Since the Federal Reserve first cut interest rates in September, we have seen the most aggressive rise in US Treasury yields of any cutting cycle over the past 40 years.
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Multi-Sector Bond Quarterly Update – January 2025
22 Jan 2025 Market Update

Multi-Sector Bond Quarterly Update – January 2025

It has been a busy year in fixed income markets, with Q4 2024 proving to be a pivotal period marked by significant global events, including the US election. TwentyFour Asset Management’s Eoin Walsh looks at the path for interest rate cuts in 2025.
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Investor Update - January 2025
21 Jan 2025 Event Replay

Q1 Investor Update - January 2025

Trade wars and geopolitical risk head a list of potential catalysts for spread widening in 2025. However, with a macro backdrop of falling rates and solid global growth, we think credit will continue to outperform government bonds and support healthy total return expectations for fixed income investors.
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 Corporate sector on solid ground entering 2025
21 Jan 2025 TwentyFour Blog

Corporate sector on solid ground entering 2025

One of the key reasons we see credit continuing to outperform government bonds over the medium term is corporate fundamentals.
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Flash Fixed Income
20 Jan 2025 Flash Fixed Income

Flash Fixed Income: Three big themes for 2025

Will volatility in government bonds continue? Has fixed income seen “peak ESG”? And what will be the biggest driver of returns?
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Flash Fixed Income
13 Dec 2024 Flash Fixed Income

Flash Fixed Income: Credit correction coming?

Spread tightening has left some market participants nervous about fixed income valuations going into 2025, but we think the drivers of recent credit performance are unlikely to weaken materially in the coming months.
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Two overlooked economic variables that matter for bonds
12 Dec 2024 TwentyFour Blog

Two overlooked economic variables that matter for bonds

With analysts steadily publishing their projections for 2025 (ours are here), the macro variables that tend to get the spotlight are naturally growth and inflation.
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Fixed Income 2025: Yields trump possibility of spread correction
10 Dec 2024 TwentyFour Blog

Fixed Income 2025: Yields trump possibility of spread correction

With a macro backdrop of falling rates and solid global growth, TwentyFour Asset Management's Eoin Walsh says fixed income investors can expect healthy total returns in 2025.
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Flash Fixed Income
14 Nov 2024 Flash Fixed Income

Flash Fixed Income: Trump to reshape rate cuts in US and Europe

In this month's Flash Fixed Income, we look at how bond markets are reacting to Donald Trump's victory in the US election. With Trump's stated policies widely regarded as being inflationary, we expect a bigger divergence in the path for interest rate cuts between the US and Europe that might favour higher quality European credit.
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