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War in Ukraine

Are Europe’s winter prospects warming up?
TwentyFour Blog | Read | 3 min 7 Nov 2022

Are Europe’s winter prospects warming up?

With European energy prices well off their peaks, Felipe Villarroel breaks down the myriad factors impacting the region’s economic prospects in the next few months.

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The evidence doesn’t point to recession
TwentyFour Blog | Read | 3 min 25 Mar 2022

The evidence doesn’t point to recession

Growth in 2022 is likely to be above historical averages for most developed economies, even after adjusting forecasts for the impact of the Russian invasion.

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Is there enough of an ESG premium in EM?
TwentyFour Blog | Read | 3 min 21 Mar 2022

Is there enough of an ESG premium in EM?

Russia’s invasion of Ukraine has triggered fresh debate about ESG considerations in fixed income, particularly when it comes to emerging markets assets.

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FOMC: Central bankers face conundrum on inflation and growth
TwentyFour Blog | Read | 2 min 16 Mar 2022

FOMC: Central bankers face conundrum on inflation and growth

The much-anticipated March FOMC meeting is finally upon us, and given there was no meeting in February investors will be very glad of this window into the Fed’s thinking, particularly given the ongoing and far-reaching economic ramifications of Russia’s invasion of Ukraine.

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TwentyFour Blog | Read | 3 min 14 Mar 2022

Investors face conundrum on government bond allocations

We think a base case that central banks will follow a more measured monetary policy path than markets are currently pricing in is reasonable given the current backdrop.

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Investors are overreacting to banks’ Russia exposure
TwentyFour Blog | Read | 2 min 3 Mar 2022

Investors are overreacting to banks’ Russia exposure

European bank equity has been among the hardest hit sectors since Russia’s invasion of Ukraine, as fears of losses and a flight to quality have prompted investors to change positioning.

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