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  • UK sub-prime lending raises ESG concerns
  • Taking stock of recent bond moves
  • Rationality will win out for AT1s in the real world
  • Why inflation risks are still tilted to the upside
  • Peak hawkishness for rates, but can the consumer handle it?
  • Is a soft landing possible?
  • Growing CRE ABS offers diversification and yield
  • Return of bond-equity correlations could offer respite for investors
  • ESG is Inflationary
  • Is there value in floating rate bonds?

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Monetary Policy

Return of bond-equity correlations could offer respite for investors
TwentyFour Blog | Read | 2 min 13 May 2022 by Eoin Walsh

Return of bond-equity correlations could offer respite for investors

The broad-based sell-off that has faced investors since the start of this year has been all the more painful because of the breakdown in traditional correlations, which has put conventional hiding places out of reach.

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Peak hawkishness for rates, but can the consumer handle it?
TwentyFour Blog | Read | 3 min 26 Apr 2022 by Eoin Walsh

Peak hawkishness for rates, but can the consumer handle it?

Since the end of last year, central bank officials have been falling over themselves to increase their hawkishness around rates, particularly in the US. Even the ECB Governing Council members have been vocal of late.

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Why inflation risks are still tilted to the upside
TwentyFour Blog | Read | 4 min 7 Apr 2022 by Mark Holman

Why inflation risks are still tilted to the upside

With inflation running at 40-year highs in many parts of the world, it is easy to get carried away with making comparisons to the dark economic days of the early 1980s. 

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Is a soft landing possible?
TwentyFour Blog | Read | 3 min 1 Apr 2022 by Mark Holman

Is a soft landing possible?

As this remarkable cycle rapidly progresses, thoughts have more recently turned to the chances of a US recession in 2023, and whether the Fed can somehow pull off a soft landing.

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The evidence doesn’t point to recession
TwentyFour Blog | Read | 3 min 25 Mar 2022 by Felipe Villarroel

The evidence doesn’t point to recession

Growth in 2022 is likely to be above historical averages for most developed economies, even after adjusting forecasts for the impact of the Russian invasion.

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Is there value in floating rate bonds?
TwentyFour Blog | Read | 4 min 23 Mar 2022 by Aza Teeuwen

Is there value in floating rate bonds?

Last week both the Fed and the BoE hiked rates by 0.25%, and judging by the Fed's dot plots and comments from the Bank of England (BoE), more hikes will likely follow in the coming months.

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Powell confirms Fed pivot is complete
TwentyFour Blog | Read | 2 min 22 Mar 2022 by Eoin Walsh

Powell confirms Fed pivot is complete

Officially the Fed pivoted from its ‘transitory’ inflation rhetoric in December last year.

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BoE sounds caution on the real economy
TwentyFour Blog | Read | 3 min 18 Mar 2022 by Johnathan Owen

BoE sounds caution on the real economy

The hawkishness of the Fed on Wednesday paved the way for the Bank of England (BoE) to follow suit.

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FOMC: Central bankers face conundrum on inflation and growth
TwentyFour Blog | Read | 2 min 16 Mar 2022 by David Norris

FOMC: Central bankers face conundrum on inflation and growth

The much-anticipated March FOMC meeting is finally upon us, and given there was no meeting in February investors will be very glad of this window into the Fed’s thinking, particularly given the ongoing and far-reaching economic ramifications of Russia’s invasion of Ukraine.

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TwentyFour Blog | Read | 3 min 14 Mar 2022 by Gary Kirk

Investors face conundrum on government bond allocations

We think a base case that central banks will follow a more measured monetary policy path than markets are currently pricing in is reasonable given the current backdrop.

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Steady Fed makes short end look attractive
TwentyFour Blog | Read | 2 min 21 Feb 2022 by Gary Kirk

Steady Fed makes short end look attractive

Escalating geopolitical tensions have contributed to a volatile past week for investors, but uncertainty regarding central bank action continues to dominate the bond markets, with one investment bank now predicting nine straight hikes from the Fed beginning at its March meeting.  

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What are government bonds saying?
TwentyFour Blog | Read | 3 min 14 Feb 2022 by Mark Holman

What are government bonds saying?

Yield curve shape and yield curve change are often good predictors of the state of the economy and its outlook.

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