Top articles

  • No, you haven’t missed the fixed income rally
  • Are storm clouds gathering over the UK housing market? Part two…
  • AroundTown: bad call (again)
  • Fed still on narrow path to soft landing
  • Is pricing AT1s to call back in vogue?
  • High starting yields to boost IG demand
  • AroundTown: bad call
  • The Rodney Blog 2023: A return to returns
  • Time to extract Europe’s elevated bond spreads
  • First results from great QT experiment are positive

Client units

  • Wealth Management
  • Asset Management
  • Digital Investing

Quick links

  • Vontobel Wealth
  • derinet
  • deritrade
  • cosmofunding
  • EAMNet
  • EAMNet (Services)
TwentyFour AM
  • All Blogs
  • Contact us
Search insights

Insights Topic

US

Fed still on narrow path to soft landing
TwentyFour Blog | Read | 2 min 10 Jan 2023

Fed still on narrow path to soft landing

Recent employment data suggests the US economy may escape with a soft landing, a welcome boost to market sentiment in the early days of 2023, says Eoin Walsh.

Read more

TwentyFour Blog | Read | 15 min 6 Dec 2022

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

Labour market the driving force for the Fed
TwentyFour Blog | Read | 3 min 1 Dec 2022

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

24_2021-11-22_Blog_Teaser
TwentyFour Blog | Read | 2 min 22 Nov 2022

Highest starting yields since ‘08 predict strong five-year returns

Chris Bowie explains why he believes analysing starting yields can explain improved returns over the next five years

Read more

Hint of cooling inflation can restore stability
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

Credit quality deterioration is inevitable
TwentyFour Blog | Read | 4 min 9 Nov 2022

Credit quality deterioration is inevitable

Credit metrics will continue to deteriorate in the next year or two, but European high yield bonds in particular are pricing in too severe a downturn, says Mark Holman

Read more

Rates volatility not quite over yet
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

50 or 75? Across the board - both are live
TwentyFour Blog | Read | 2 min 31 Aug 2022

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

Europe vs. the US – it's just a question of value
TwentyFour Blog | Read | 2 min 19 Aug 2022

Europe vs. the US – it's just a question of value

With Europe facing an energy crisis and the UK bracing for a five-quarter recession, a strong allocation bias to the US seems a no-brainer. However, George Curtis says that when looking at relative value in fixed income, the decision is never that simple.

Read more

Upcoming US earnings season sheds light on the health of corporate America
TwentyFour Blog | Read | 3 min 26 Jul 2022

Upcoming US earnings season sheds light on the health of corporate America

With earnings season entering full swing, David Norris highlights some indicators to look out for when assessing the current state of the US economy and the resulting actions expected from the Fed.

Read more

US bank chiefs still like the consumer
TwentyFour Blog | Read | 3 min 19 Jul 2022

US bank chiefs still like the consumer

US banks remain bullish about the health of the consumer, but credit spreads are still pricing in not only a recession, but a fairly severe one. Are the banks wrong? Or have credit markets just backed up too far on negative fund flows?

Read more

Two pieces of good news for investors on inflation teaser
TwentyFour Blog | Read | 3 min 7 Jul 2022

Two pieces of good news for investors on inflation

With investors seemingly unwilling to put money to work until they see clear evidence of the inflation trend reversing, Felipe Villarroel looks at two developments that tentatively suggest central banks’ delicate balancing act is actually working.

Read more

  • Load More
Follow us

Footer menu > blog.twentyfour

  • Glossary
  • Privacy & Cookies
  • Regulatory
  • Terms & Conditions