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Multi-Sector Bonds

 ECB wage data - can I get a raise?
17 May 2024 TwentyFour Blog

ECB wage data - can I get a raise?

The European Central Bank (ECB) will almost certainly start their rates cutting cycle next month. Supportive inflation data and clear guidance from the governing council has driven market implied probabilities of a June cut to almost 100%, with little in the way to derail that.
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The Rodney blog 2024: strong returns ahead
7 Dec 2023 TwentyFour Blog

Fixed Income outlook 2024: strong returns ahead

After a horrible year for financial markets in 2022, the macro-outlook for 2023 had a lot of consensus views, with most predicting a much better year ahead, helped by supportive rate cuts from central banks and positive returns from both government bonds and credit.  
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Dovish talk raises hopes that interest rates have peaked
11 Oct 2023 TwentyFour Blog

Dovish talk raises hopes that interest rates have peaked

Since the last Federal Open Market Committee rate decision on September 20, rates markets have sold off very aggressively. And, despite rates being left on hold, the hawkish message, which included the possibility of another hike this year and less cuts next year than previously forecast, was one of the key contributing factors behind the ~55bps increase in the 10-year treasury in the 10 days following that meeting.
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Fed rates held: Goldilocks is in the building
21 Sep 2023 TwentyFour Blog

Fed rates held: Goldilocks is in the building

Eoin Walsh shares his thoughts following last night's statement from the Federal Reserve, concluding that for now while treasury yields aren’t helping, credit looks attractive based on the rosy economic forecasts.
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Poor PMI Data weigh on Soft Landing narrative
24 Aug 2023 TwentyFour Blog

Poor PMI data weigh on soft landing narrative

Felipe Villarroel shares his thoughts on the recently released preliminary PMI data, which he concludes is a reminder that the hiking cycle only started 18 months ago and there are lags that are yet to be felt in the real economy, reiterating some of his previous views.
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Will the Fed message soften at Jackson Hole?
22 Aug 2023 TwentyFour Blog

Will the Fed message soften at Jackson Hole?

An interesting debate, and topic that is attracting plenty of headlines given the recent volatility is where Treasury yields will ultimately settle, with a renewed focus on the neutral rate. Eoin Walsh explores the previous movements of Treasury yields and what Powell is likely to say at Jasckon Hole.
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Banks have done their part – now will markets catch up
2 Aug 2023 TwentyFour Blog

Banks have done their part – now will markets catch up

Bank bonds have been amongst the best performing asset classes in fixed income over the last few months, doing their bit in proving their strength.
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A busy week ahead for central banks
12 Jun 2023 TwentyFour Blog

A busy week ahead for central banks

What can we expect from central banks this week? Felipe Villarroel looks at how recent CPI prints in the Eurozone and in the United States are expected to influence upcoming central bank monetary policy decisions.
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European consumers not expecting a hard landing
8 Jun 2023 TwentyFour Blog

European consumers not expecting a hard landing

What have we learnt from the ECB’s Consumer Expectations Survey? Felipe Villarroel discusses how latest changes in the consumer’s expectations of the economy reflect that the ECB’s monetary policy is actually working.
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20 Feb 2023 TwentyFour Blog

High yield data shows buffer in corporate balance sheets

While corporate fundamentals are expected to deteriorate as rate hikes hit the economy, many metrics are pointing to record strength in the European high yield space, says George Curtis.
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6 Dec 2022 TwentyFour Blog

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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The Fed and the flows are looking at inflation head-on teaser
4 Jul 2022 TwentyFour Blog

The Fed and the flows are looking at inflation head-on

After H1 2022 broke market records for all the wrong reasons, Gary Kirk says fixed income outflows could reverse quickly if investors see evidence that central banks are turning the tide on inflation.
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