29 Sep 2021 TwentyFour Blog Rates Become The Source of Risk Again From time to time, Treasury yields actually become the source of risk for financial markets. Read more
28 Sep 2021 TwentyFour Blog Should Investors Fear a Hawkish Tilt? On Wednesday, the Fed moved one step closer to tapering and even put quite a clear timeframe for it, while on Thursday, the Bank of England openly talked about rate hikes. Read more
24 Sep 2021 TwentyFour Blog Stagflation – Probable or Panic? Our base case is for a continuation of quite high growth and a modest inflation overshoot. For bond investors, positioning for stagflation could be a dangerous trade if that base case bears out Read more
8 Sep 2021 TwentyFour Blog For Bonds, Q4 Will Present Similar Challenges to Q1 As we rapidly descend upon the fourth quarter of this extraordinary year, we think some of the risks fixed income investors faced back in Q1 will rear their heads again before the end of 2021. Read more
16 Jul 2021 TwentyFour Blog Curb Your QE Whether the Bank of England halts all purchases in August or merely begins to slow the pace of purchasing later in Q4 this year, by 2022, less technical support will exist for gilts. Read more