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20 May 2021 Market Update

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.

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13 May 2021 Market Update

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.

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12 May 2021 Market Update

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.

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12 May 2021 Market Update

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.

11 May 2021 Market Update

Sustainable Short Term Bond Income Q2 2021 Update

In TwentyFour's Vontobel Fund - Short Term Bond Income update on Tuesday 11th May 2021, Partner and Portfolio Manager, Chris Bowie provided an update on investment themes and positioning for Vontobel Fund - TwentyFour Sustainable Short Term Bond Income.

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10 May 2021 Market Update

Asset-Backed Securities Q2 2021 Update

In TwentyFour's ABS update on Monday 10th May 2021, Aza Teeuwen provided an update on investment themes and positioning in the ABS market.

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29 Apr 2021 Market Update

Q2 2021 Investor Update

In TwentyFour's quarterly update, Mark Holman discussed his outlook for the bellwether US Treasury curve, and explained how he thinks investors can still look to pick up yield while avoiding traditionally more rate-sensitive markets.

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19 Apr 2021 Market Update

Multi-Sector Bond Quarterly Update – April 2021

George Curtis discusses how credit markets have performed in Q1 2021 and provides his outlook for the year ahead.

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14 Apr 2021 Market Update

Asset-Backed Securities – Quarterly Update – April 2021

TwentyFour AM partner and portfolio manager Douglas Charleston discusses how ABS markets have performed in the first quarter of 2021 and provides his outlook for the rest of the year.

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14 Apr 2021 Market Update

Investment Grade – Quarterly Update – April 2021

TwentyFour partner and portfolio manager Gordon Shannon looks at the developments we saw in investment grade credit in the first quarter of 2021 and provides his outlook for the rest of the year.

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2 Mar 2021 Market Update

Opportunities in Financials

In this virtual session, Partners & Portfolio Managers Gary Kirk & Gordon Shannon will share their views on the current opportunities within financials.

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24 Feb 2021 Market Update

Sustainable Short Term Bond Income update

In this virtual session, Chris Bowie (Partner & Portfolio Manager) introduces our sustainable, short duration credit fund; ‘Vontobel Fund - TwentyFour Sustainable Short Term Bond Income’.