Top Articles

  • Section 899: A big, beautiful source of uncertainty for foreign investors?
  • SRTs not sounding any alarms - despite the headlines
  • Watching spreads and structures as ABS momentum builds
  • A closer look at River Green and CMBS losses
  • Should investors care about negative swap spreads?
  • Reform proposals bring fresh hope of deeper ABS market
  • CLO value emerges ahead of likely autumn surge
  • Oil, Iran and why markets are staying calm
  • US-EU deal welcome news in markets with little room for error
  • New issuers add welcome depth to UK RMBS
Funds
Strategies
Insights
People
Pages

Services

  • Asset management
  • Wealth management

Quick links

  • Vontobel Wealth
  • Vontobel Markets
  • deritrade
  • cosmofunding
  • EAMNet
TwentyFour AM logo
  • All Blogs
  • Contact us
Search

Insights Topic

Fixed Income

A closer look at River Green and CMBS losses
24 Jul 2025 TwentyFour Blog

A closer look at River Green and CMBS losses

A French CMBS transaction named River Green – a deal we exited a few years ago at a price in the mid-90s as part of a broader review of our CMBS exposure – has come under renewed scrutiny after a new valuation triggered expectations of principal losses on what were originally AAA rated bonds. Here’s how we got here.
Read more
UK by the numbers: breaking down the latest ONS stats
23 Jul 2025 TwentyFour Blog

UK by the numbers: breaking down the latest ONS stats

The UK Office for National Statistics (ONS) issued their monthly summary of the UK government’s income and expenses as well as the impact these have on the budget deficit and fiscal debt levels.
Read more
CLO value emerges ahead of likely autumn surge
15 Jul 2025 TwentyFour Blog

CLO value emerges ahead of likely autumn surge

With the summer holiday season fast approaching, now feels like a good moment to pause and take stock of developments in the European ABS market year-to-date.
Read more
New issuers add welcome depth to UK RMBS
7 Jul 2025 TwentyFour Blog

New issuers add welcome depth to UK RMBS

The UK Prime RMBS market has continued to evolve in 2025, with a broadening of its participant base driven by the entrance of two new sponsors (Nottingham Building Society and Newcastle Building Society) which have both priced inaugural deals this year.
Read more
Selectivity pays as European high yield hits record
4 Jul 2025 TwentyFour Blog

Selectivity pays as European high yield hits record

Primary issuance in the European high yield (HY) market surged in June with €21.2bn of supply marking the highest monthly volume on record.
Read more
Watching spreads and structures as ABS momentum builds
18 Jun 2025 TwentyFour Blog

Watching spreads and structures as ABS momentum builds

Last week marked another record-breaking year for the securitisation industry as over 5,500 market participants gathered in Barcelona for the annual Global ABS conference, surpassing last year’s attendance and reflecting the growing momentum across both public asset-backed securities (ABS) and private asset-backed finance (ABF) markets.
Read more
The state of play in fixed income after April turmoil
6 May 2025 TwentyFour Blog

The state of play in fixed income after April turmoil

April was one of the most volatile months across financial markets in recent memory, triggered by President Trump’s sweeping tariff announcement on April 2.
Read more
The growing appeal of Significant Risk Transfer in private credit
4 Apr 2025 TwentyFour Blog

The growing appeal of Significant Risk Transfer in private credit

While much of the focus in private credit has been on direct lending, Significant Risk Transfer (SRT) is emerging as a compelling alternative. What began as a regulatory tool is now gaining traction with a growing investor base, as banks look to optimise capital and issuance reaches record highs.
Read more
Reciprocal tariffs, but not as we know them
3 Apr 2025 TwentyFour Blog

Reciprocal tariffs, but not as we know them

“Liberation Day” has landed, and not with a whimper. In extraordinary scenes in the Rose Garden of the White House, President Trump held up a board outlining the level of tariffs the US will impose on countries around the world, and in most cases they were worse than worst-case expectations.
Read more
Trump dunks on the NZBA with Wall Street exodus
13 Jan 2025 TwentyFour Blog

Trump dunks on the NZBA with Wall Street exodus

The Net Zero Banking Alliance (NZBA) has been the flagship climate initiative for banks to advertise their commitment to aligning their investment and lending portfolios with net-zero targets by 2050 or sooner. However, in recent weeks the NZBA has been hit with the withdrawal of all its major Wall Street banks.
Read more
Busy primary shows fixed income’s strong technical backdrop
8 Jan 2025 TwentyFour Blog

Busy primary shows fixed income’s strong technical backdrop

It has been a busy start to 2025 in fixed income markets. After the Federal Reserve’s (Fed) hawkish December dot plot, which added fuel to a sell-off in rates last month, you might have thought primary market activity would be more cautious than both issuers and investors would have anticipated a month ago.
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
  • Load More
Follow us

Footer menu > blog.twentyfour

  • Glossary
  • Privacy & Cookies
  • Regulatory
  • Terms & Conditions