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Inflation

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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Labour market the driving force for the Fed
TwentyFour Blog | Read | 3 min 1 Dec 2022

Labour market the driving force for the Fed

Following Chairman Powell’s speech last night, George Curtis looks at what the latest labour market data means for the Fed’s war on inflation.

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Hint of cooling inflation can restore stability
TwentyFour Blog | Read | 3 min 14 Nov 2022

Hint of cooling inflation can restore stability

With a US inflation print finally coming in below expectations, can investors start to picture decent returns again? Or will this latest relief rally prove another false dawn?

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ECB echoes subtle change in central bank tone
TwentyFour Blog | Read | 3 min 27 Oct 2022

ECB echoes subtle change in central bank tone

While central banks remain committed to battling inflation with big rate hikes, George Curtis detects a clear change in tone which has seen market expectations of terminal rates tumble in recent days.

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Are BBBs still the place to be?
TwentyFour Blog | Read | 3 min 7 Oct 2022

Are BBBs still the place to be?

With rates volatility persisting and developed markets likely sliding toward recession, Jack Daley revisits our research on BBB defaults and returns and explains why we tend to maintain a significant allocation to BBB credit.

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What does market turmoil mean for UK economy?
TwentyFour Blog | Read | 3 min 26 Sep 2022

What does market turmoil mean for UK economy?

With reaction to the UK’s mini-budget roiling markets for a second day, Felipe Villarroel looks at what higher rates and a weaker currency mean for the UK economy.

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24_2022-09-26_Second_Blog_Teaser
TwentyFour Blog | Read | 3 min 26 Sep 2022

UK learns confidence needs communication

With the UK’s mini-Budget sending its currency and bonds into freefall, Gordon Shannon says both the government and the Bank of England need to learn the importance of communication with the markets.

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Floating rate demand driving deals as ABS reopens
TwentyFour Blog | Read | 2 min 21 Sep 2022

Floating rate demand driving deals as ABS reopens

Demand for floating rate assets has driven a strong reopening of the European ABS primary market, and is drawing new investors to the asset class, says Kevin Law.

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Rates volatility not quite over yet
TwentyFour Blog | Read | 2 min 14 Sep 2022

Rates volatility not quite over yet

With US inflation data once again hammering markets, Mark Holman says that with US Treasury yields likely approaching their peak, a shift in sentiment for risk assets isn’t far away.

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50 or 75? Across the board - both are live
TwentyFour Blog | Read | 2 min 31 Aug 2022

50 or 75? Across the board - both are live

Dillon Lancaster evaluates the impact of Powell’s Jackson Hole speech on inflation and why he believes next month is set to be a very important period for central bank meetings.

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Hint of inflation peak further fuel for fixed income
TwentyFour Blog | Read | 2 min 11 Aug 2022

Hint of inflation peak further fuel for fixed income

Investors are eyeing a peak in inflation once more after US data came in lower than expected for the first time this year, and with credit finally seeing positive flows again, George Curtis sees markets grinding tighter over the rest of the summer.

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Abandon all hope ye who enter here size
TwentyFour Blog | Read | 2 min 5 Aug 2022

"Abandon all hope ye who enter here"

With the Bank of England doling out a double dose of doom on UK inflation and growth on Thursday, Eoin Walsh says it is refreshing for investors to get such a candid assessment from a central bank.

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