26 May 2023 TwentyFour Blog Stubborn inflation, cheaper gilts Following higher than expected inflation data in the UK, Gordon Shannon looks at the knock on effects within the Gilt market and the increased pressure on the Bank of England. Read more
25 May 2023 TwentyFour Blog Fed minutes: A tale of two camps What do the release of the Fed minutes tell us about the forward path for monetary policy? Danny Zaid argues that for market participants looking for clarity, the minutes, provide more questions than answers. Read more
22 May 2023 TwentyFour Blog Prime on the menu Last week saw three UK Prime RMBS deals served up to ABS investors, the most liquid part of the European ABS market. In our latest blog we hear from Douglas Charleston who analyses these recent deals and what it means for this market segment. Read more
18 May 2023 TwentyFour Blog The EBA says a little and a lot Two months have now passed since the Swiss regulator’s decision to controversially write down Credit Suisse AT1s. Dillon Lancaster looks at possible European Banking Authority reforms and what it means for the sector? Read more
17 May 2023 TwentyFour Blog US corporate earnings: On par As we come to the end of a much anticipated earnings season what are the key takeaways? Read more
16 May 2023 TwentyFour Blog French CMBS deal repaid in full: A beacon of hope for struggling commercial real estate sector Given the current macro environment, Pauline Quirin believes loans with near term maturities provide a useful insight into where risk lie. Read more
11 May 2023 TwentyFour Blog Reasons for optimism in the CPI report Yesterday’s CPI Report from the Fed gave reasons for optimism. Read Felipe Villarroel’s analysis of the report and what it could mean for the Fed’s uncomfortably long battle against inflation. Read more
9 May 2023 TwentyFour Blog Financial conditions tighten further but could have been worse Following the publication of the Senior Loan Officer Opinion Survey, Felipe Villarroel highlights what caught our attention in the report and if it signals further tightening of financial conditions. Read more
4 May 2023 TwentyFour Blog ECB’s bank lending survey shows a slowing economy but no crisis Following the release of the ECBs bank lending survey Felipe Villarroel looks at the response from the banking sector and the wider implications for credit conditions. Read more
3 May 2023 TwentyFour Blog CLO performance in 2023, what's next? European Asset Backed Securities has been one of the few asset classes that has showed positive performance this year, Aza Teeuwen answers the million dollar question, how do you position for this? Read more
27 Apr 2023 TwentyFour Blog European banks continue to deliver, on earnings and calls As earnings season kicks off in Europe, Eoin Walsh looks at what impact, if any, recent volatility in the banking sector has had on European banks. Read more
24 Apr 2023 TwentyFour Blog High yield supply points to buoyant market In the last few weeks the high yield primary market has seen a resumption of issuance which Portfolio Manager George Curtis believes points to a relatively buoyant market. Read more