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  • What are AT1 bonds, and how do they work?
  • Rules of the Game - from Swiss Finish to Finished
  • Credit Suisse - In the Eye of the Storm
  • No, you haven’t missed the fixed income rally
  • Is the CLO whale back in the water?
  • Idiosyncratic or wider bank issue?
  • Let it go, turn away and slam the door
  • Are markets finally following the Fed?
  • CLO documentation provides downside protection to investors
  • February pull-back widens the entry point for fixed income

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    Rules of the Game - from Swiss Finish to Finished
    Swiss regulators' decision to bail out Credit Suisse equity holders while wiping out AT1 debtholders will see long-term effects on bank debt markets and likely legal action says Eoin Walsh

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Insights Topic

US

TwentyFour Blog | Read | 2 min 10 Mar 2023

Idiosyncratic or wider bank issue?

Deposit outflows at Silicon Valley Bank raise concerns over lending quality and mark-to-market losses, but is this a wider issue for the global banking sector?

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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.

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TwentyFour Blog | Read | 4 min 1 Mar 2023

Financial conditions are tightening – what comes next?

With banks tightening lending criteria in the US, Felipe Villarroel explains why macro trends like this will have more influence on the Fed’s thinking than the recent strong jobs data when it comes to the path for monetary policy.

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TwentyFour Blog | Read | 4 min 24 Feb 2023

Are markets finally following the Fed?

With 2023’s rally halted by the Fed’s hawkish messaging, Felipe Villarroel questions whether markets read the recent jobs data correctly and looks at what it means for terminal rate expectations.

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Fundamentals suggest more upside for high yield bonds
TwentyFour Blog | Read | 4 min 7 Feb 2023

Fundamentals suggest more upside for high yield bonds

With risk assets rallying hard in the early weeks of 2023, Chris Holman reviews fundamentals in high yield bonds to see if recent performance has left any value in the market.

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Time to extract value from Europe’s bargain bonds
Market Update | Read | 7 min 31 Jan 2023

Time to extract value from Europe’s bargain bonds

When Wall Street’s army of analysts were publishing their outlooks for 2023 back in November, there was very little love for Europe.

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Fed still on narrow path to soft landing
TwentyFour Blog | Read | 2 min 10 Jan 2023

Fed still on narrow path to soft landing

Recent employment data suggests the US economy may escape with a soft landing, a welcome boost to market sentiment in the early days of 2023, says Eoin Walsh.

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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

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Labour market the driving force for the Fed
TwentyFour Blog | Read | 3 min 1 Dec 2022

Labour market the driving force for the Fed

Following Chairman Powell’s speech last night, George Curtis looks at what the latest labour market data means for the Fed’s war on inflation.

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24_2021-11-22_Blog_Teaser
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

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Why short term bonds are the best game in town image
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.

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Hint of cooling inflation can restore stability
TwentyFour Blog | Read | 3 min 14 Nov 2022

Hint of cooling inflation can restore stability

With a US inflation print finally coming in below expectations, can investors start to picture decent returns again? Or will this latest relief rally prove another false dawn?

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