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  • 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

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TwentyFour Blog

No, you haven’t missed the fixed income rally
TwentyFour Blog | Read | 3 min 2 Feb 2023

No, you haven’t missed the fixed income rally

Strong performance across markets in January has left some investors feeling they’ve missed out on the rally in bonds. No need to worry, says Felipe Villarroel.

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TwentyFour Blog | Read | 3 min 1 Feb 2023

Discipline crucial amid surge in bond supply

With banks and corporates breaking records for January bond issuance, Johnathan Owen looks at the drivers of the surge in supply and sounds a warning for investors on sharp pricing.

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The compelling case for ABS in 2023
TwentyFour Blog | Read | 5 min 30 Jan 2023

The compelling case for ABS in 2023

Having done its job of delivering lower volatility and better performance than mainstream bond markets in 2022, the income and defensive characteristics of European ABS look equally compelling in 2023, says Doug Charleston.

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TwentyFour Blog | Read | 3 min 25 Jan 2023

Having your cake and eating it

While yields have soared in recent months and created a broad buying opportunity in fixed income, Aza Teeuwen says investors should look at floating rate bonds to benefit from higher coupons today.

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Bracing for impact in commercial real estate
TwentyFour Blog | Read | 4 min 23 Jan 2023

Bracing for impact in commercial real estate

With commercial real estate seen to be in the eye of the storm as interest rates rise, Aza Teeuwen looks at the potential impact on CMBS and CRE loans and highlights where valuations could be most at risk.

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New year, new mood as ABS supply ramps up
TwentyFour Blog | Read | 3 min 19 Jan 2023

New year, new mood as ABS supply ramps up

European ABS is enjoying a spurt of new issuance and a parallel rally in spreads, with investors having entered the new year with cash to invest and buoyed by renewed hope around inflation and monetary policy, says Pauline Quirin.

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Time to extract Europe’s elevated bond spreads
TwentyFour Blog | Read | 3 min 18 Jan 2023

Time to extract Europe’s elevated bond spreads

With projections for European growth and inflation being hastily revised in early 2023, the region’s bonds are still paying investors a premium that may not be around for long, says Dillon Lancaster.

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First results from great QT experiment are positive
TwentyFour Blog | Read | 3 min 17 Jan 2023

First results from great QT experiment are positive

With many market participants fearing the impact of quantitative tightening (QT), Johnathan Owen looks at one central bank’s early experience of actively selling bonds to investors.

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24_2023-01-12_Blog_Teaser
TwentyFour Blog | Read | 1 min 12 Jan 2023

AroundTown: bad call (again)

After shocking investors in November by floating the idea of deferring its hybrid coupons, AroundTown has begun 2023 in similar fashion with a senior bond tender, says Pierre Beniguel.

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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.

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Are storm clouds gathering over the UK housing market? Part two…
TwentyFour Blog | Read | 5 min 9 Jan 2023

Are storm clouds gathering over the UK housing market? Part two…

In the second instalment of a two-part blog on the UK housing market, Shilpa Pathak stress tests UK RMBS to determine how high mortgage defaults would have to get before bondholders are impacted.

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Is pricing AT1s to call back in vogue?
TwentyFour Blog | Read | 2 min 5 Jan 2023

Is pricing AT1s to call back in vogue?

With the reopening of primary bond markets in Europe being met with strong demand, the AT1 market is seeing an overdue shift away from pricing to perpetuity, says Eoin Walsh

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