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  • Rules of the Game - from Swiss Finish to Finished
  • Credit Suisse - In the Eye of the Storm
  • No, you haven’t missed the fixed income rally
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  • Let it go, turn away and slam the door
  • Are markets finally following the Fed?
  • CLO documentation provides downside protection to investors
  • February pull-back widens the entry point for fixed income
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Investment Grade

TwentyFour Blog | Read | 1 min 2 Mar 2023

February pull-back widens the entry point for fixed income

February was a nasty throwback to the sort of market conditions that battered fixed income in 2022, but the pull-back has given anyone worried they’d missed the January rally an even better opportunity, says Charlene Malik.

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TwentyFour Blog | Read | 2 min 14 Feb 2023

UK consumer caution bad for growth, but good for bonds

With UK consumers holding on to more of their pandemic-era savings than their US counterparts, Felipe Villarroel looks at what it means for bond investors.

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TwentyFour Blog | Read | 3 min 1 Feb 2023

Discipline crucial amid surge in bond supply

With banks and corporates breaking records for January bond issuance, Johnathan Owen looks at the drivers of the surge in supply and sounds a warning for investors on sharp pricing.

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TwentyFour Blog | Read | 3 min 25 Jan 2023

Having your cake and eating it

While yields have soared in recent months and created a broad buying opportunity in fixed income, Aza Teeuwen says investors should look at floating rate bonds to benefit from higher coupons today.

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Time to extract Europe’s elevated bond spreads
TwentyFour Blog | Read | 3 min 18 Jan 2023

Time to extract Europe’s elevated bond spreads

With projections for European growth and inflation being hastily revised in early 2023, the region’s bonds are still paying investors a premium that may not be around for long, says Dillon Lancaster.

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First results from great QT experiment are positive
TwentyFour Blog | Read | 3 min 17 Jan 2023

First results from great QT experiment are positive

With many market participants fearing the impact of quantitative tightening (QT), Johnathan Owen looks at one central bank’s early experience of actively selling bonds to investors.

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24_2023-01-12_Blog_Teaser
TwentyFour Blog | Read | 1 min 12 Jan 2023

AroundTown: bad call (again)

After shocking investors in November by floating the idea of deferring its hybrid coupons, AroundTown has begun 2023 in similar fashion with a senior bond tender, says Pierre Beniguel.

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High starting yields to boost IG demand
TwentyFour Blog | Read | 1 min 3 Jan 2023

High starting yields to boost IG demand

With fixed income starting yields at their highest level for a decade, George Curtis expects increasing demand for investment grade bonds to boost the market as we enter 2023.

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AroundTown: bad call
TwentyFour Blog | Read | 3 min 8 Dec 2022

AroundTown: bad call

In our latest blog, Pierre Beniguel looks at the implications of AroundTown’s corporate hybrid non-call and the shock announcement that it will also consider deferring coupon payments.

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TwentyFour Blog | Read | 15 min 6 Dec 2022

The Rodney Blog 2023: A return to returns

In our annual ‘Rodney Blog’, Eoin Walsh says that with rates now offering both yield and downside mitigation, and credit yields at near-decade highs, fixed income investors could enjoy strong returns in 2023

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24_2021-11-22_Blog_Teaser
TwentyFour Blog | Read | 2 min 22 Nov 2022

Highest starting yields since ‘08 predict strong five-year returns

Chris Bowie explains why he believes analysing starting yields can explain improved returns over the next five years

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Reasons to be constructive on extension risk
TwentyFour Blog | Read | 4 min 15 Nov 2022

Reasons to be constructive on extension risk

Telefonica’s reopening of the corporate hybrid market is further evidence that large issuers with proven track records and strong financials will call their bonds even if it looks uneconomic to do so, says Johnathan Owen.

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