Video Hub

Our most recent ABS Investor Update webinar, hosted by Douglas Charleston and Aza Teeuwen provided an outlook for the European ABS market and why they think investors should be considering the asset class as a long term investment in an environment where we have reached peak rates and a soft landing is expected. 

George Curtis, Portfolio Management explores how our portfolio will perform in the event we don’t get the expected soft landing.  

Our most recent TwentyFour Sustainable Strategic Income Fund webinar, hosted by Dillon Lancaster, provided a macro update for fixed income markets, before looking at positioning of the fund and ESG engagements they have recently carried out.

Chris Bowie, Partner and Portfolio Management, discusses three key reasons why he believes short-dated investment grade credit is an attractive investment option.

A member of our Investment Grade team hosted a Unmasking best reporting & engagement practices webinar, which explored how the ESG landscape has changed within fixed income.

Partner and portfolio manager, Eoin Walsh, delivered the keynote address at the TwentyFour Fixed Income Conference in London on September 12.

In our MSB update, a member of the Multi-Sector Bond team reflects on the banking turmoil that occurred in Q2, as well as happenings around the US debt ceiling and global inflation. She then goes on to discuss the ways the MSB team have responded to Q2 events.

Douglas Charleston believes European ABS has once again provided a rare bright spot for fixed income. He explains how, from Q1 to Q2, focuses have shifted, and delves into different macro-economic variables affecting the ABS market.

Jack Daley takes a look into the economic events that have influenced the investment grade markets in Q2. He then goes on to explain why he believes investment grade fixed income offers the most attractive risk-adjusted returns currently available.

Partner and Portfolio Manager Chris Bowie hosted a Spotlight on ESG: A Changing Climate in Fixed Income webinar, which explored how the ESG landscape has changed within fixed income.

Residential Mortgage Backed Securities (‘RMBS’) are by far the largest, and most liquid component of the European ABS market, and a key tool for banks and other lenders to finance the loans they make to homeowners in the real economy.

Following a busy quarter in bond markets, a member of our Multi-Sector Bond team reflects on macro events and discusses how our Multi-Sector Bond team have responded.