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Europe

European consumers not expecting a hard landing
TwentyFour Blog | Read | 2 min 8 Jun 2023

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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The EBA says a little and a lot
TwentyFour Blog | Read | 2 min 18 May 2023

The EBA says a little and a lot

Two months have now passed since the Swiss regulator’s decision to controversially write down Credit Suisse AT1s. Dillon Lancaster looks at possible European Banking Authority reforms and what it means for the sector?

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French CMBS deal repaid in full: A beacon of hope for struggling commercial real estate sector
TwentyFour Blog | Read | 3 min 16 May 2023

French CMBS deal repaid in full: A beacon of hope for struggling commercial real estate sector

Given the current macro environment, Pauline Quirin believes loans with near term maturities provide a useful insight into where risk lie.

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ECB’s bank lending survey shows a slowing economy but no crisis
TwentyFour Blog | Read | 2 min 4 May 2023

ECB’s bank lending survey shows a slowing economy but no crisis

Following the release of the ECBs bank lending survey Felipe Villarroel looks at the response from the banking sector and the wider implications for credit conditions.

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CLO performance in 2023, what's next?
TwentyFour Blog | Read | 4 min 3 May 2023

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
TwentyFour Blog | Read | 3 min 27 Apr 2023

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
TwentyFour Blog | Read | 2 min 24 Apr 2023

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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Bank results should see levels begin to normalise
TwentyFour Blog | Read | 2 min 17 Apr 2023

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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TwentyFour Blog | Read | 2 min 4 Apr 2023

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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TwentyFour Blog | Read | 3 min 31 Mar 2023

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
TwentyFour Blog | Read | 3 min 30 Mar 2023

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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TwentyFour Blog | Read | 2 min 28 Mar 2023

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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