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Submitted URL: https://fixedincome.twentyfouram.com/e/423742/lobal-utm-content-OrganicEmail/57k7c7/1068420762
Effective URL: https://blog.twentyfouram.com/?utm_source=Pardot&utm_medium=Email+Organic&utm_campaign=Blog&utm_term=Global&utm_content=Organi...
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Effective URL: https://blog.twentyfouram.com/?utm_source=Pardot&utm_medium=Email+Organic&utm_campaign=Blog&utm_term=Global&utm_content=Organi...
Submission: On January 21 via api from CH — Scanned from DE
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TOP ARTICLES * Euro CLOs a top pick for 2022 * ESG is Inflationary * French government pulls the plug on EDF * FOMC: Hard to shake sense the Fed is behind the curve * The Rodney Blog 2022: Policy, economy and markets must converge * Specialist lenders lead stacked pipeline in ABS * Where is the yield in floating rate bonds? * Comprehending the latest Treasury spike * UK banks pass the solvency test * EM looks very cheap, but patience a virtue CLIENT UNITS * Wealth Management * Asset Management * Platforms and Services * Digital Investing QUICK LINKS * Vontobel Wealth * derinet * deritrade * cosmofunding * EAMNet * EAMNet (Services) * Onlinereporting (Germany) A boutique of Vontobel Asset Management * All Blogs Search insights THE TWENTYFOUR BLOG TwentyFour Blog | Read | 4 min 21 Jan 2022 by Douglas Charleston EUROPEAN ABS: FIVE THINGS TO EXPECT IN 2022 If 2021 was a bad year for global bond returns, it follows there were few natural shelters to be found within fixed income from the brunt of inflation and rates-driven volatility; the Barclays Global Aggregate Index (a widely used broad measure of bond performance) returned -4.7% in USD terms, while European investment grade credit returned -1.1% despite credit spreads tightening over the course of the year. Read more INSIGHTS Show filters Hide filters Asset subclass (field_asset_subclass) All categoriesAsset-Backed SecuritiesCLOsCorporate BondsEmerging Markets BondsGovernment BondsHigh Yield BondsInvestment GradeMulti-Sector Bonds All categories Public tags (field_public_tags) All themesBanksBrexitCOVID-19Emerging MarketsESG & Sustainable InvestingEuropeInflationMonetary PolicySecuritisationUKUS All themes Authors list filter All authorsAza TeeuwenBen HaywardCharlene Malik Chris BowieChris HolmanDavid NorrisDiana ChiuDillon LancasterDouglas CharlestonElena RinaldiEoin WalshFelipe VillarroelGary KirkGeorge CurtisGordon ShannonGraeme AndersonJack Daley Johnathan OwenJohn LawlerKevin LawMark HolmanMarko FeiertagPauline Quirin Paul KimPierre BeniguelRob FordSilvia Piva All authors Reset TwentyFour Blog | Read | 2 min 18 Jan 2022 by Gary Kirk 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. Read more TwentyFour Blog | Read | 2 min 14 Jan 2022 by Aza Teeuwen 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. Read more TwentyFour Blog | Read | 3 min 14 Jan 2022 by Jack Daley FRENCH GOVERNMENT PULLS THE PLUG ON EDF Électricité de France (EDF) shares fell by as much as 25% on Friday morning after the French government announced exceptional measures to limit the impact of high electricity prices on French consumers, at the expense of the energy provider – the shares are down over 30% since start of December. Read more TwentyFour Blog | Read | 2 min 7 Jan 2022 by Felipe Villarroel LIGHT AT THE END OF THE INVENTORY TUNNEL As we enter the third year of the pandemic, most market participants are asking themselves (once again) if this will be the year when supply chain issues finally abate. Read more TwentyFour Blog | Read | 5 min 6 Jan 2022 by Silvia Piva VOTING RIGHTS AND THE MYTH OF FUTURE PROOFING DOCUMENTATION As we enter the New Year, we say goodbye to an old “friend” that has accompanied us (for better and for worse) since the inception of the UK ABS market in the late 1980s – Sterling LIBOR. Read more TwentyFour Blog | Read | 3 min 6 Jan 2022 by Mark Holman COMPREHENDING THE LATEST TREASURY SPIKE Given the swiftness of the Fed’s pivot we think risks are tilted towards the central bank doing more and not less. We wouldn’t even rule out a 50bp rate hike at some point. Read more TwentyFour Blog | Read | 3 min 14 Dec 2021 by David Norris FOMC: HARD TO SHAKE SENSE THE FED IS BEHIND THE CURVE Jerome Powell’s recent testimony to the Senate Banking Committee, in which he said the Fed would discuss a faster taper of its asset purchases at December’s FOMC meeting, has led to intense speculation that we could see a move this week. Read more TwentyFour Blog | Read | 2 min 14 Dec 2021 by Gary Kirk UK BANKS PASS THE SOLVENCY TEST As bondholders, we are comforted by all the banks passing such a severe test. Read more TwentyFour Blog | Read | 2 min 13 Dec 2021 by Johnathan Owen 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. Read more All Insights Follow us FOOTER MENU > BLOG.TWENTYFOUR * Glossary * Privacy & Cookies * Regulatory * Terms & Conditions Our website uses cookies. The cookies we use are “analytical” cookies, which allow us to distinguish you from other users of our website, and help us to provide you with a good experience when you browse our website and also allows us to improve our site. Read more about the cookies we use on the Privacy & Cookies page. Accept