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Income

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.
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Conditions clearing for ECB to continue cutting
13 Sep 2024 TwentyFour Blog

Conditions clearing for ECB to continue cutting

Yesterday the European Central Bank (ECB) delivered a 25 basis point (bp) cut, their second in the current easing cycle and in line with market consensus.
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Volatile week possible after inconclusive US labour market data
9 Sep 2024 TwentyFour Blog

Volatile week possible after inconclusive US labour market data

We struggle to recall a more eagerly awaited US labour market report than that published last week. Stakes were high given the previous report showed a steep rise in unemployment and caused market mayhem in early August, but anyone hoping for a conclusive picture was left disappointed as a mixed set of figures left the strength of the US economy open to interpretation.
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/insights/the-southgate-bond-strategy-no-subs-in-the-second-half
2 Jul 2024 TwentyFour Blog

The Southgate bond strategy – no subs in the second half

For any fixed income investors that follow the England football team, the plan for H2 2024 may feel somewhat familiar – no substitutions in the second half.
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May inflation preview
28 May 2024 TwentyFour Blog

May inflation preview

In spite of what looks like a quiet week ahead, there are a couple of data releases in the coming days that require close attention, these releases could potentially disturb the fragile calm that we are enjoying in the first trading hours of the week.
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Navigating UK inflation
22 May 2024 TwentyFour Blog

Navigating UK inflation

The UK’s Office for National Statistics (ONS) released their monthly inflation report this morning. In spite of April’s numbers showing a marked decrease in most inflation measures, it is fair to say that the report was significantly worse than expectations.
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‘Let’s be honest, this is a good economy’: the Fed’s comments unpicked
1 Feb 2024 TwentyFour Blog

‘Let’s be honest, this is a good economy’: the Fed’s comments unpicked

Yesterday was an eventful day for markets. We started off with inflation data in Europe, followed by an earnings release by New York Community Bank that showed large provisions in their commercial real estate loan book, before moving onto the Fed’s Federal Open Market Committee meeting
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ABS: the brakes are off with the UK leading the way
5 Jan 2024 TwentyFour Blog

ABS: the brakes are off with the UK leading the way

In a particularly noteworthy start to the year, we have seen the UK take the lead in the ABS primary markets, with two UK master trust RMBS deals pricing in the first week of January,
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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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A big week for US treasuries as the Fed holds rates steady
2 Nov 2023 TwentyFour Blog

A big week for US treasuries as the Fed holds rates steady

George Curtis breaks down the latest developments following this week’s Quarterly Refunding Announcement and the Treasury Borrowing Advisory Committee update.
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Fundamentals show European banks well set up as bonds are still cheap
27 Oct 2023 TwentyFour Blog

Fundamentals show European banks well set up as bonds are still cheap

Whilst bank debt has recovered from the contagion of the US regional banking crisis and the Credit Suisse write down event earlier this year, many bonds are still trading wider than they were at the beginning of the year.
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The ECB Hiking Cycle is Likely to be Over
25 Oct 2023 TwentyFour Blog

The ECB hiking cycle is likely to be over

Yesterday, market participants received two important reports about the state of the economy in the Eurozone. Firstly, the October Markit PMI – Purchasing Managers’ Index - reports showed a continued deterioration in growth in the manufacturing as well as the services sector.
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