
Insights from the Asset-Backed Securities team - Fixed Income Festival 2021
TwentyFour Asset Management's annual conference took place virtually for the second year running on September 15 & 16, with hundreds of attendees tuning in live for interactive sessions with TwentyFour's portfolio management team. All the insights from the Asset-Backed Securities team are now available

UK Mortgages Limited update - 23rd August 2021
Partner and Portfolio Manager Rob Ford provides an update on UK Mortgages Limited

ESG Quarterly Update – July 2021
TwentyFour Partner and Chairman Graeme Anderson discusses the firm’s ESG developments during Q2 2021 and presents its plan for the coming months.

Multi-Sector Bond Quarterly Update – July 2021
TwentyFour's CEO, Mark Holman, discusses market conditions in Q2 2021 and provides his outlook for the year ahead.

Asset-Backed Securities Quarterly Update – July 2021
TwentyFour Partner and Portfolio Manager, Douglas Charleston, explains how ABS markets have performed in Q2 2021 and provides his outlook for the year ahead.

Investment Grade Quarterly Update – July 2021
TwentyFour Partner and Portfolio Manager, Gordon Shannon, discusses how Investment Grade markets have performed in Q2 2021 and provides his outlook for the upcoming months.

Is the Fed behind the curve on inflation?
In this video, TwentyFour CEO Mark Holman joins Tom Porter to decipher the Fed’s latest messaging, and to remind bond managers that Jerome Powell is not one of them.

AT1 Virtual Event: Re-Rating AT1s and the Banking Sector - 24th June 2021
In this unique virtual event from TwentyFour Asset Management, TwentyFour CEO Mark Holman guided us through the AT1 market as we discovered what role he thinks these bonds can play in a fixed income portfolio.

Inflation and Fixed Income: Threat and Opportunity
TwentyFour partners Gordon Shannon, Doug Charleston and Felipe Villarroel sat down to debate the potential impact of inflation on the fixed income universe, from government bonds and investment grade credit through to ABS and high yield.

Multi-Sector Bond Q2 2021 Update
In TwentyFour's Multi-Sector Bond update on Thursday 13th May 2021, Partner & Portfolio Manager Eoin Walsh provided an update on investment themes and positioning in the fixed income market.

What are AT1 bonds, and how do they work?
Additional Tier 1 bonds, or AT1s for short, are part of a family of bank capital securities known as Contingent Convertibles or ‘Cocos’. They are bonds issued by banks that contribute to the total level of capital they are required to hold by regulators.

Investment Grade Q2 2021 Update
In TwentyFour's Investment Grade update on Wednesday 12th May 2021, Partner and Portfolio Manager Chris Bowie provided an update on investment themes and positioning in the Investment Grade market.
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