5 Apr 2023 TwentyFour Blog Tighter financial conditions might herald end to rate hikes Is the end of rate hikes near for the US? Concerns over regional banks and a weakening labour market are raising questions about the Fed's next move. Read more
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 Read more
1 Dec 2022 TwentyFour Blog 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. Read more
14 Nov 2022 TwentyFour Blog 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? Read more
27 Oct 2022 TwentyFour Blog 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. Read more
7 Oct 2022 TwentyFour Blog 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. Read more
26 Sep 2022 TwentyFour Blog 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. Read more
26 Sep 2022 TwentyFour Blog 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. Read more
21 Sep 2022 TwentyFour Blog 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. Read more
14 Sep 2022 TwentyFour Blog 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. Read more
31 Aug 2022 TwentyFour Blog 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. Read more
11 Aug 2022 TwentyFour Blog 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. Read more