Video Hub

TwentyFour CEO Mark Holman provides a macro outlook before discussing his views on a critical US presidential election and how it could impact the economy and the markets.

Chris Bowie and Gordon Shannon hosted a breakout session on the IG stage where they provided an update on portfolio performance and their outlook for investment grade credit markets.

Gary Kirk and Eoin Walsh hosted a breakout session on the MSB stage where they provided an update on portfolio performance and their outlook for fixed income markets.

Partner and Portfolio Manager Ben Hayward hosted a breakout session on the ABS stage where he provided an update on portfolio performance and his outlook for the ABS market.

Graeme Anderson hosted abreakout session in the ESG tent where he discussed TwentyFour's ESG Integration model, how company behaviour affects our ESG scoring and how our Observatory relative value system has enabled us to build ESG analysis into the investment process the portfolio managers use every day.

Partner and Portfolio Manager Eoin Walsh discusses Q2 performance for the Strategic Income strategy and provides his outlook for 2020.

Partner and Portfolio Manager Chris Bowie discusses Q2 performance for the Outcome Driven strategy and provides his outlook for the rest of 2020.

Partner and Portfolio Manager Douglas Charleston discusses Q2 performance for Asset-Backed Securities and provides his outlook for the rest of 2020.

Partners and portfolio managers Ben Hayward and Aza Teeuwen provide an update on the TwentyFour Income and TwentyFour Monument Bond Fund.

Partner and Portfolio Manager Aza Teeuwen and Geoffrey Horton, CLO and Loan Strategist at Barclays discuss the impact of COVID-19 on the leveraged loan and CLO markets and how they expect this to develop in the rest of 2020.

Partner and Portfolio Manager Chris Bowie provides an update on investment grade credit markets.

Partner and Portfolio Manager Felipe Villarroel provides an update on fixed income markets.