TwentyFour Blog | Read | 5 min 30 Jan 2023 The compelling case for ABS in 2023 Having done its job of delivering lower volatility and better performance than mainstream bond markets in 2022, the income and defensive characteristics of European ABS look equally compelling in 2023, says Doug Charleston. Read more
TwentyFour Blog | Read | 3 min 25 Jan 2023 Having your cake and eating it While yields have soared in recent months and created a broad buying opportunity in fixed income, Aza Teeuwen says investors should look at floating rate bonds to benefit from higher coupons today. Read more
TwentyFour Blog | Read | 4 min 23 Jan 2023 Bracing for impact in commercial real estate With commercial real estate seen to be in the eye of the storm as interest rates rise, Aza Teeuwen looks at the potential impact on CMBS and CRE loans and highlights where valuations could be most at risk. Read more
TwentyFour Blog | Read | 3 min 17 Jan 2023 First results from great QT experiment are positive With many market participants fearing the impact of quantitative tightening (QT), Johnathan Owen looks at one central bank’s early experience of actively selling bonds to investors. Read more
TwentyFour Blog | Read | 3 min 2 Dec 2022 Are storm clouds gathering over the UK housing market? Part one… In the first of a two-part series on the UK housing market, Shilpa Pathak looks at the experience of previous recessions and argues fundamentals today look far stronger than they did either in 2007 or the early 1990s Read more
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? Read more
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. Read more
TwentyFour Blog | Read | 4 min 14 Oct 2022 Has the UK risk premium gone too far? With some UK bank bonds now trading with higher yields than their counterparts in Turkey, Mark Holman questions whether the dumping of UK and sterling assets has gone too far. Read more
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. Read more
TwentyFour Blog | Read | 3 min 4 Oct 2022 UK fundamentals turn into technical Will Kwasi Kwarteng’s U-turn bring some much needed stability to the UK economy? Dillon Lancaster shares his thoughts Read more
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. Read more
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. Read more