Asset-Backed Securities Quarterly Update – April 2022
TwentyFour Portfolio Manager, Elena Rinaldi, explains how European ABS markets behaved in Q1 2022 and provides her outlook for the year ahead.
Insights Topic
Market Update
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.
ESG Quarterly Update – April 2022
TwentyFour Partner and Portfolio Manager, Graeme Anderson, provides an update on the firm's ESG activities in Q1 2022.
Why short term bonds can be the ideal tonic for rampant inflation
Inflation’s resurgence has created a huge challenge for fixed income investors so far in 2022.
Letter to investors
Global bond markets have moved sharply in the wake of Russia’s invasion of Ukraine as investors have tried to assess the impact of an unprecedented raft of financial and economic sanctions. Mark Holman looks at the potential implications for inflation and growth, and highlights some areas of fixed income where yields have risen to near-crisis levels.
Why central bank policy errors should be top of your 2022 worry list
With inflation soaring and the economic recovery looking more fragile, we look at three famous central bank policy errors to demonstrate why they can be so dangerous for investors, and consider how a fixed income portfolio can be strengthened against the risk.
Investment Grade Quarterly Update – January 2022
TwentyFour Partner and Portfolio Manager, Gordon Shannon, discusses how the investment grade strategy has performed in Q4 2021 and provides his outlook for the new year.
Multi-Sector Bond Quarterly Update – January 2022
A member of the Multi-Sector Bond team discusses market conditions in Q4 2021 and provides her outlook for the new year.
Asset-Backed Securities Quarterly Update – January 2022
TwentyFour Partner and Portfolio Manager, Douglas Charleston, explains how ABS markets have performed in Q4 2021 and provides his outlook for the new year.
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.
European ABS: Five things to expect in 2022
With inflation and rate hikes dominating market discourse, we expect floating rate assets such as ABS and CLOs to benefit from increasing demand in 2022.
Policy, economy and markets must converge in 2022
Shortly after publishing his annual Rodney Blog, TwentyFour CEO Mark Holman sat down with Tom Porter to discuss the biggest calls fixed income investors will have to make in 2022, and explain why he believes the current disconnect between monetary policy, the economy and the markets cannot last for long.