Top Articles

  • Should investors care about negative swap spreads?
  • Flash Fixed Income: Treasuries made Trump blink
  • Three conclusions from a chaotic week for markets
  • European banks show no sign of funding stress in tariff sell-off
  • What next for European ABS post-tariffs?
  • The growing appeal of Significant Risk Transfer in private credit
  • The state of play in fixed income after April turmoil
  • Reciprocal tariffs, but not as we know them
  • AT1s: Deutsche Bank loses by split decision
  • What does UK deal tell us about tariffs?
Funds
Strategies
Insights
People
Pages

Services

  • Asset management
  • Wealth management

Quick links

  • Vontobel Wealth
  • Vontobel Markets
  • deritrade
  • cosmofunding
  • EAMNet
TwentyFour AM logo
Contact Us Financial Intermediary
  • Funds
    About us
    Funds
    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.

    Read more

    Prices & Performance How to Invest Fund Literature
  • Capabilities
    Capabilities hero banner
    Capabilities

    As fixed income specialists, we offer a range of solutions designed to deliver the best outcomes for our clients. 

    Read more

    Asset-Backed Securities (ABS) Asset-Backed Finance Investment Grade Multi-Sector
    Sustainable Closed-Ended
  • Sustainability
    Sustainability Page Image
    Sustainability
    At TwentyFour, environmental, social and governance (ESG) analysis is integral to our primary goal of delivering capital preservation and performance to our clients.

    Read more

    Our Approach to Sustainability Engagement at TwentyFour UK Stewardship Code Our Sustainable Funds
    Our ESG Insights Spotlight on ESG series
  • Insights
    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.

    Read more

    All insights The TwentyFour Blog Flash Fixed Income Market updates Video hub Education Hub
  • About us
    Our Business
    About TwentyFour
    We are specialists in fixed income, headquartered in the City of London and a boutique of the Swiss based Vontobel Group.

    Read more

    About TwentyFour Corporate Social Responsibility News Contact us
    Glossary Regulatory
Contact Us
Search

Insights Topic

Yields

Flash Fixed Income
14 May 2025 Flash Fixed Income

Flash Fixed Income: Are markets complacent on tariff risks?

The question for investors now is how much of the macro risk remains, and how well that risk is being reflected in asset valuations.
Read more
Lottomatica reopens high yield for right names
28 Apr 2025 TwentyFour Blog

Lottomatica reopens high yield for right names

The high yield bond market reopened in Europe last week after a three-week hiatus triggered by the US tariffs fallout. Aside from a private placement by Very Group on April 10, the last public European high yield deal was from UK homebuilder Miller Homes on March 31, so we were interested to see how the first post-tariffs deal would be received.
Read more
 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.
Read more
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?
Read more
How do higher Gilt yields impact banks and insurers?
13 Jan 2025 TwentyFour Blog

How do higher Gilt yields impact banks and insurers?

Last week’s rise in UK government bond yields prompted the bonds of UK financial institutions, both banks and insurers, to underperform other regions, a trend also seen in the equity market.
Read more
Gilt yields gap higher
9 Jan 2025 TwentyFour Blog

Gilt yields gap higher

We saw a sell-off across the UK Gilt curve on Wednesday with yields rising by 4bp at the short end and 11bp at the long end. This took the 10-year Gilt to 4.80% and the 30-year Gilt to 5.35%, with the latter bringing the unwelcome headline that UK borrowing costs are at their highest since the last century.
Read more
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.
Read more
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.
Read more
Why the macro outlook is tilted in fixed income’s favour
31 Oct 2024 Market Update

Why the macro outlook is tilted in fixed income’s favour

With elevated yields and inflation expected to come back to target, we think investors can target a level of real return that was extremely difficult to achieve in the previous cycle.
Read more
European High Yield funds post record inflows amid buoyant investor demand
21 Oct 2024 TwentyFour Blog

European High Yield funds post record inflows amid buoyant investor demand

A lot has happened since our last blog about the state of affairs in the European High Yield (HY) market. At the time, the sector had just seen three of the largest capital structures of Altice France, Ardagh Group and Intrum AB announce restructuring advisors in quick succession, with growing fears that it would represent the start of a wider default trend.
Read more
Euro banks well prepared as Basel marathon enters final stretch
26 Jun 2024 Outlook

Euro banks well prepared as Basel marathon enters final stretch

The global financial crisis was a seismic shock to banking systems globally, and triggered a regulatory marathon with banks having to adapt to a far stricter set of rules (known as Basel III) set out by the Basel Committee on Banking Supervision (BCBS).
Read more
The duration deliberation - to extend or not to extend?
2 May 2024 Event Replay

The duration deliberation - to extend or not to extend?

On ​​​​​this webinar, Chris Bowie (Partner, Portfolio Management) provided a macro update on fixed income markets and how these views are reflected in the positioning of our short-dated funds.
Watch now
  • Load More
Follow us

Footer menu > twentyfour

  • Terms & Conditions
  • Privacy & Cookies
  • Regulatory
  • Glossary
  • Modern slavery statement

Welcome

Welcome to TwentyFour Asset Management LLP, an active asset manager in the fixed income market. In order to access tailored information please confirm the following:

If you're not from the United Kingdom or Ireland, click here to visit the Vontobel website
Confirm Decline
Vontobel Asset Management website