TwentyFour Blog | Read | 3 min 28 Jun 2022 by Johnathan Owen Can investment grade be a safe harbour in stormy markets? At this stage in the economic cycle investors may need to think about ways to protect their portfolios while providing strong relative value. Johnathan Owen explains why short dated investment grade can offer exactly that in his latest blog. Read more
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. Read more
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. Read more
TwentyFour Blog | Read | 3 min 20 Jun 2022 by Douglas Charleston ABS spreads are pricing in a lot of downside In fast-moving markets there is no perfect time to provide an update on valuations. Read more
TwentyFour Blog | Read | 4 min 6 Jun 2022 by David Norris Has inflation peaked? Ask the housing market. Given inflation has been running hot for more than a year now, it was no surprise to see the recent dip in US data greeted with a muted sigh of relief across the markets. Read more
TwentyFour Blog | Read | 3 min 31 May 2022 by Aza Teeuwen Value has returned to AAA CLOs We can debate whether the European Central Bank is behind the curve or not, but Christine Lagarde says rates will be in non-negative territory by September. Read more
TwentyFour Blog | Read | 2 min 26 May 2022 by Eoin Walsh Food for thought from the Fed The Federal Reserve minutes for meetings held on the 3-4th May were released last night, and for markets that have been beaten up by rates volatility, they provided some interesting takeaways. Read more
TwentyFour Blog | Read | 2 min 24 May 2022 by Mark Holman What has driven yields higher – rates or credit? With investors having endured a painful period of rising yields in 2022, Mark Holman looks at whether rates weakness or credit spread widening has been most to blame. Read more
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. Read more
Market Update | Read | 6 min 10 May 2022 by Mark Holman How to prep your bond portfolio for recession At the beginning of this year you would have struggled to find a single investment bank or asset manager (ourselves included) that thought owning 10-year US Treasuries (USTs) was a good idea. Read more
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. Read more
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