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CLO performance in 2023, what's next?
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?
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European banks continue to deliver, on earnings and calls
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. 
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High yield supply points to buoyant market
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.
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Labour markets continue to cool off
21 Apr 2023 TwentyFour Blog

Labour markets continue to cool off

Partner and Portfolio Manager Felipe Villarroel looks at new labour market data from the US and why this is good news for the Fed. 
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Bank results should see levels begin to normalise
17 Apr 2023 TwentyFour Blog

Bank results should see levels begin to normalise

With the US bank earning season having begun last Friday, Dillon Lancaster believes this could be a catalyst to help spreads begin to recover.
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UK Credit Conditions
14 Apr 2023 TwentyFour Blog

UK Credit Conditions

In his latest blog, Gary Kirk provides his assessment of the recently published Q1 Credit Conditions Survey by the Bank of England and what this means for the wider economy.
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5 Apr 2023 TwentyFour Blog

Tighter financial conditions might herald end to rate hikes

Is the end of rate hikes near for the US? Concerns over regional banks and a weakening labour market are raising questions about the Fed's next move.
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4 Apr 2023 TwentyFour Blog

Negative credit migration calls for caution

Despite the recent volatility in the banking sector, corporate credit has remained strong. Pierre Beniguel looks at the interesting rating action which caught attention last week.
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31 Mar 2023 TwentyFour Blog

European Banking crisis fears overdone?

With headlines suggesting that deposit outflows in the banking sector are causing concern, Felipe Villarroel looks at the data which suggests that European banks remain resilient.
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Funding, capital and ABS as financial market stability tool
30 Mar 2023 TwentyFour Blog

Funding, capital and ABS as financial market stability tool

Douglas Charleston looks at the wider implications of recent bank sector volatility and the opportunities it presents for credit investors.
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28 Mar 2023 TwentyFour Blog

What is in the price of AT1s after the sell off?

After a volatile few days in bank capital, Felipe Villarroel looks at how AT1s are pricing after the sell off.
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24 Mar 2023 TwentyFour Blog

Central Banks have tools to handle volatility in the banking sector

Volatility in banking has dented consumer confidence. Felipe Villarroel explores if central banks have the will and the tools to safeguard financial stability amidst the recent issues with Credit Suisse and regional US banks.
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