Latest from TwentyFour

Latest from TwentyFour: Blog

Robert Arnold

Necessity is the mother of invention, and this is indeed also true when it comes to capital structure engineering, which has been well illustrated by two recent examples in the US that offer compelling investment opportunities.  

Chris Bowie

Just two months ago, in Gilts Go Gangbusters, we argued that having long-dated conventional Gilts with cash prices of over 200 was unsustainable in the long term.

Ben Hayward

Several conversations I have had with investors recently have touched on our Italian Asset Backed Securities (ABS) exposure. Understandably the situation many Italian banks find themselves in is a cause for concern.



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