21 Mar 2022 TwentyFour Blog Is there enough of an ESG premium in EM? Russia’s invasion of Ukraine has triggered fresh debate about ESG considerations in fixed income, particularly when it comes to emerging markets assets. Read more
20 Jan 2022 Market Update Three strategies for beating inflation with bonds Inflation was the dominant theme across financial markets in 2021, and we think it is likely to be a big driver of returns again in 2022. Read more
17 Sep 2020 Market Update Opportunities in emerging markets Felipe Villarroel, Partner and Portfolio Manager discusses emerging markets Watch now
26 Apr 2019 TwentyFour Blog Thoughts on EM Emerging Market (EM) bonds have had a good year so far. While they are not at the very top of the performance table, the hard currency CEMBI (Corporate Emerging Markets Bond Index) is up 5.69% in $ since the start of the year, and the EMBI (Sovereigns) is up 6.32%; not bad at all. Read more
12 Nov 2018 TwentyFour Blog High Yield Default Risks Rising Fixed income managers never like to start their week reading headlines about potential defaults in the high yield sector, but sadly this has been one of those Mondays. Read more
9 May 2018 TwentyFour Blog China Demands More Attention in 2018 Paying attention to China will be even more important to investors than usual in 2018. Read more
