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  • Section 899: A big, beautiful source of uncertainty for foreign investors?
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  • Watching spreads and structures as ABS momentum builds
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  • Reform proposals bring fresh hope of deeper ABS market
  • European high yield untroubled by default rate spike
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  • CLO value emerges ahead of likely autumn surge
  • The growing appeal of Significant Risk Transfer in private credit
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UK

Why so quiet at the Bank of England?
18 Jan 2022 TwentyFour Blog

Why so quiet at the Bank of England?

It has been a very interesting start to the year in the rates sector of the market.
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Specialist lenders lead stacked pipeline in ABS
14 Jan 2022 TwentyFour Blog

Specialist lenders lead stacked pipeline in ABS

The first two trading weeks of the year are coming to an end and unlike previous years they have been packed with activity.
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UK banks pass the solvency test Teaser
14 Dec 2021 TwentyFour Blog

UK banks pass the solvency test

As bondholders, we are comforted by all the banks passing such a severe test.
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This is as good as it gets for linkers
13 Dec 2021 TwentyFour Blog

This is as good as it gets for linkers

Against a backdrop of 4.20% year-on-year UK consumer price inflation (CPI), if you got your timing right, linkers (inflation-linked UK government bonds) will certainly have outperformed conventional Gilts by some margin.
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The Rodney Blog 2021: Policy, economy and markets must converge teaser
29 Nov 2021 TwentyFour Blog

The Rodney Blog 2022: Policy, economy and markets must converge

What we are currently experiencing is a disconnect between monetary policy, the economy and the markets, a disconnect that in our view will struggle to survive much longer.
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How swaps can reduce rates risk as we move towards tightening
26 Nov 2021 TwentyFour Blog

How swaps can reduce rates risk as we move towards tightening

With rising government bond yield curves one of the biggest concerns for fixed income fund managers going into 2022, Eoin Walsh points to interest rate swaps as one option for reducing the rates risk of a portfolio without impacting its credit exposure.
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2022 outlooks could make for a sobering December
24 Nov 2021 TwentyFour Blog

2022 outlooks could make for a sobering December

This week the team at TwentyFour have been busy compiling our 2022 fixed income outlook, which will be published next week. There is no doubt we are confronted with a challenging set of circumstances, which will provide investors – not just in fixed income – with headwinds in the year ahead, and in particular we think during the first half.
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Did the BoE surprise, or were you just not listening? Teaser
5 Nov 2021 TwentyFour Blog

Did the BoE surprise, or were you just not listening?

So that’s the banks, rates, swaps and currency traders that all apparently got the wrong end of the stick. Explaining how you might arrive at a future monetary policy decision is a challenging and fine balancing act, but as Governor of the Bank of England that is of course one your jobs.
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3 Nov 2021 TwentyFour Blog

Will mortgage borrowers cope when the BoE hikes?

Speculation on the timing of the Bank of England’s first post-pandemic rate hike has been rife. But whether the BoE hikes rates later this week, next month or even waits until after year-end, it is worth thinking about what it will mean for the general public, a step away from the financial markets.

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15 Oct 2021 TwentyFour Blog

BoE Rate Hikes Would Be Music to ABS Ears

Let’s not forget that the BoE dropped rates from 0.75% right down to 0.1% at the start of the COVID-19 pandemic back in March 2020, having only managed to put through two hikes in 2017 and 2018. It has changed course sharply before.
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Investor nervousness priced in image size
14 Oct 2021 TwentyFour Blog

Investor Nervousness Priced In?

Fixed income markets have experienced a reasonable correction over recent weeks and, for higher-yielding indices at least, their first negative period so far this year.
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8 Oct 2021 TwentyFour Blog

Navigating The New Bond Volatility

This looks to us like a buy-into-the-dip opportunity, but investors should be wary of taking on too much rate sensitivity as the move in risk-free curves is likely to persist until the rate hike cycle is actually on the way.
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