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UK

JGBs: are rising yields a risk to insurers?
27 May 2025 TwentyFour Blog

JGBs: are rising yields a risk to insurers?

Over the last couple weeks, we have seen an ongoing increase in government bond yields across the major global economies, with a particular focus on Japan as yields on longer dated Japanese government bonds (JGBs) have moved sharply higher.
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Reaction to eventful Monday bodes well for markets
20 May 2025 TwentyFour Blog

Reaction to eventful Monday bodes well for markets

Monday was a somewhat eventful day for markets with several headlines in the US and Europe. Risk assets did not necessarily reflect the eventfulness of the day, finishing virtually unchanged, while rates had a volatile day that ultimately produced a sizeable rally.
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What does UK deal tell us about tariffs?
9 May 2025 TwentyFour Blog

What does UK deal tell us about tariffs?

With much fanfare, President Trump and Prime Minister Starmer announced a “historic” trade deal between the US and UK on Thursday. The main points for the UK are a reduction in auto tariffs from 27.5% to 10% for the first 100,000 cars that enter the US, and the removal of steel and aluminium tariffs.
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The state of play in fixed income after April turmoil
6 May 2025 TwentyFour Blog

The state of play in fixed income after April turmoil

April was one of the most volatile months across financial markets in recent memory, triggered by President Trump’s sweeping tariff announcement on April 2.
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  Gilts in precarious spot with UK at economic crossroads
27 Mar 2025 TwentyFour Blog

Gilts in precarious spot with UK at economic crossroads

With the recent economic spotlight dominated by President Trump’s rhetoric and Germany’s blockbuster fiscal expansion plans, Wednesday brought the UK back into focus with the latest round of inflation data and the Spring Statement from the Chancellor, Rachel Reeves.
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Could the OBR bring good news for the UK?
12 Mar 2025 TwentyFour Blog

Could the OBR bring good news for the UK?

With the UK’s Office for Budget Responsibility (OBR) set to publish its updated economic and fiscal outlook on March 26, we are starting to see headlines concerning potential changes the Labour government could make to its budgeting plans in response to shifting forecasts.
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Market moves and headlines - not enough to change macro outlook
3 Mar 2025 TwentyFour Blog

Market moves and headlines - not enough to change macro outlook

Last week, risky assets continued to experience a somewhat volatile period. The tone was generally a risk off one, with correlations between risk free and risky assets back to negative.
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Value emerges in Prime RMBS amid hunt for yield
18 Feb 2025 TwentyFour Blog

Value emerges in Prime RMBS amid hunt for yield

The recent rally in European fixed income has partly been driven by improved economic sentiment, falling inflation expectations, and a more accommodative monetary policy outlook from the European Central Bank (ECB) and the Bank of England (BoE).
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Q1 2024 déjà vu as inflation data soothes rates sell-off
16 Jan 2025 TwentyFour Blog

Q1 2024 déjà vu as inflation data soothes rates sell-off

Global rates markets rallied sharply on Wednesday after fixed income investors received some long-awaited good news in the shape of Consumer Price Index (CPI) data for December, which came in below consensus in both the US and the UK.
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Servicers key as UK rates put pressure on pre-crisis RMBS
15 Jan 2025 TwentyFour Blog

Servicers key as UK rates put pressure on pre-crisis RMBS

Last week Fitch Ratings published a report concerning asset performance deterioration in UK residential mortgage-backed securities (RMBS) originated prior to the global financial crisis (GFC).
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How do higher Gilt yields impact banks and insurers?
13 Jan 2025 TwentyFour Blog

How do higher Gilt yields impact banks and insurers?

Last week’s rise in UK government bond yields prompted the bonds of UK financial institutions, both banks and insurers, to underperform other regions, a trend also seen in the equity market.
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Gilt yields gap higher
9 Jan 2025 TwentyFour Blog

Gilt yields gap higher

We saw a sell-off across the UK Gilt curve on Wednesday with yields rising by 4bp at the short end and 11bp at the long end. This took the 10-year Gilt to 4.80% and the 30-year Gilt to 5.35%, with the latter bringing the unwelcome headline that UK borrowing costs are at their highest since the last century.
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