TwentyFour Blog | Read | 1 min 20 Mar 2023 Bank of England joins the ECB on hierarchy The Bank of England joins the European Central Bank in stating that there is a clear hierarchy when it comes to a resolution or an insolvency scenario. Read more
TwentyFour Blog | Read | 1 min 2 Mar 2023 February pull-back widens the entry point for fixed income February was a nasty throwback to the sort of market conditions that battered fixed income in 2022, but the pull-back has given anyone worried they’d missed the January rally an even better opportunity, says Charlene Malik. Read more
TwentyFour Blog | Read | 2 min 14 Feb 2023 UK consumer caution bad for growth, but good for bonds With UK consumers holding on to more of their pandemic-era savings than their US counterparts, Felipe Villarroel looks at what it means for bond investors. Read more
TwentyFour Blog | Read | 5 min 30 Jan 2023 The compelling case for ABS in 2023 Having done its job of delivering lower volatility and better performance than mainstream bond markets in 2022, the income and defensive characteristics of European ABS look equally compelling in 2023, says Doug Charleston. Read more
Market Update | Watch | 5 min 19 Jan 2023 Multi-Sector Bond Quarterly Update – January 2023 TwentyFour Portfolio Manager, Pierre Beniguel, discusses recent market developments in Q4 2022 and provides his outlook for the year ahead. Watch now
TwentyFour Blog | Read | 3 min 17 Jan 2023 First results from great QT experiment are positive With many market participants fearing the impact of quantitative tightening (QT), Johnathan Owen looks at one central bank’s early experience of actively selling bonds to investors. Read more
TwentyFour Blog | Read | 5 min 9 Jan 2023 Are storm clouds gathering over the UK housing market? Part two… In the second instalment of a two-part blog on the UK housing market, Shilpa Pathak stress tests UK RMBS to determine how high mortgage defaults would have to get before bondholders are impacted. Read more
TwentyFour Blog | Read | 2 min 7 Dec 2022 Nationwide deal highlights surge in ABS interest and income Higher rates mean the income available on AAA RMBS bonds is eight times what it was at the start of this year, and growing demand for this floating rate asset class is clear, says Kevin Law. Read more
TwentyFour Blog | Read | 15 min 6 Dec 2022 The Rodney Blog 2023: A return to returns In our annual ‘Rodney Blog’, Eoin Walsh says that with rates now offering both yield and downside mitigation, and credit yields at near-decade highs, fixed income investors could enjoy strong returns in 2023 Read more
TwentyFour Blog | Read | 3 min 2 Dec 2022 Are storm clouds gathering over the UK housing market? Part one… In the first of a two-part series on the UK housing market, Shilpa Pathak looks at the experience of previous recessions and argues fundamentals today look far stronger than they did either in 2007 or the early 1990s Read more
TwentyFour Blog | Read | 3 min 22 Nov 2022 Highest starting yields since ‘08 predict strong five-year returns Chris Bowie explains why he believes analysing starting yields can explain improved returns over the next five years Read more
Market Update | Read | 7 min 17 Nov 2022 Are short term bonds the ‘best game in town’? With investors caught between inflation and recession, Chris Bowie argues current valuations in short term, investment grade bonds can offer portfolios both downside protection and attractive yields. Read more