Top Articles

  • Section 899: A big, beautiful source of uncertainty for foreign investors?
  • JGBs: are rising yields a risk to insurers?
  • European high yield untroubled by default rate spike
  • Oil, Iran and why markets are staying calm
  • Should investors care about negative swap spreads?
  • Watching spreads and structures as ABS momentum builds
  • ECB preview: Is this the bottom for monetary policy rates?
  • SRTs not sounding any alarms - despite the headlines
  • The growing appeal of Significant Risk Transfer in private credit
  • Patchy UK labour data strengthens case for BoE cuts
Funds
Strategies
Insights
People
Pages

Services

  • Asset management
  • Wealth management

Quick links

  • Vontobel Wealth
  • Vontobel Markets
  • deritrade
  • cosmofunding
  • EAMNet
TwentyFour AM logo
  • All Blogs
  • Contact us
Search

Insights Topic

US

24_2021-05-10_blog_are-markets-getting-ahead-of-the-fed_teaser.jpg
16 Mar 2021 TwentyFour Blog

Are Markets Getting Ahead of the Fed?

The bear steepening of the US Treasury curve has undoubtedly been the story of 2021 so far for fixed income investors, many of whom will have felt the adverse impact of the broad rates sell-off on their portfolios.
Read more
9 Mar 2021 TwentyFour Blog

Why TIPS Aren’t as Generous as They Seem

In a developed country such as the US, a scenario of rising inflation expectations is usually accompanied by a bear steepening across maturities of the underlying yield curve.
Read more
24_2021-03-08_blog_fed-not-playing-backstop-for-treasury-yields_teaser
8 Mar 2021 TwentyFour Blog

Fed Not Playing Backstop for Treasury Yields

Our year-end forecast of 1.50% for the 10-year is already looking very out of date, and it would be a brave person right now to suggest that 2% won’t be touched any time this year as the recovery gets into full flow with the Fed holding its tongue.
Read more
24_2021-03-02_blog_us-yield-curve-set-to-continue-underperforming_teaser
2 Mar 2021 TwentyFour Blog

US Yield Curve Set To Continue Underperforming

In summary things are going quite well, and in this scenario a rise in government bond yields does not necessarily bring about a tightening of financial conditions.
Read more
24_2021-02-26_blog_comprehending-the-treasury-move_teaser
26 Feb 2021 TwentyFour Blog

Comprehending The Treasury Move

A couple of weeks ago we wrote about Treasuries breaking new ground and the potential for them to go higher as higher inflation expectations gathered pace.
Read more
24_2021-02-17_blog_us-treasuries-hit-by-inflation-expectations_teaser
17 Feb 2021 TwentyFour Blog

US Treasuries Hit By Inflation Expectations

Our end of year view on the 10 year is 1.50, but we could get there a lot quicker - now is not the time to be brave on Treasuries.
Read more
24_2021-02-04_blog_time-to-test-the-water-in-cccs_teaser
4 Feb 2021 TwentyFour Blog

Time to Test The Water in CCCs?

We think it is indeed time to begin the search for recovery stories and deleveraging credits in sectors where the execution strategy is likely to succeed.
Read more
24_2021-02-02_blog_default-peaks-may-already-be-behind-us_teaser
2 Feb 2021 TwentyFour Blog

Default Peaks May Already Be Behind Us

We think this current pause in the global rally is healthy and gives investors a rare moment to reassess, but from a fixed income credit point of view we would not expect too much of a dip.
Read more
24-2021-01-06_blog_january-sales-suggest-continued-credit-squeeze_teaser
6 Jan 2021 TwentyFour Blog

January Sales Suggest Continued Credit Squeeze

While we enter 2021 with plenty of negative headline news on the virus, along with the associated inevitable downgrade or delay to the economic recovery, in our view the technical position remains just as firm as it has been in the last nine months.
Read more
2 Nov 2020 TwentyFour Blog

Time to Get Tactical in Treasuries?

Regular readers will know that we have a positive medium term view of spread products. This is based on a number of factors; valuations in our view are reasonably attractive compared to history, we are convinced that both monetary and fiscal stimulus will remain in place for an extended period of time, and perhaps most importantly we remain at a very early stage of the new cycle.
Read more
9 Oct 2020 TwentyFour Blog

Pre-Election Bond Outlook

In this short video, TwentyFour CEO Mark Holman outlines what he expects to see from bond markets in the next few weeks, and explains why he thinks fiscal stimulus in the US can be the catalyst for the rally to resume in the medium term.
Read more
30 Sep 2020 TwentyFour Blog

Mind the Gap

With September set to be the first negative month for most risk asset markets since March, it is worth analysing what has been driving the reversal.
Read more
  • Load More
Follow us

Footer menu > blog.twentyfour

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