Market updates
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.
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.
How bond managers can invest responsibly
TwentyFour Asset Management partner and portfolio manager, Chris Bowie, looks at the specific challenges faced by investors wanting to invest sustainably in the bond markets and considers two controversial examples in Tesla and Coca-Cola.
Letter to Investors
Clearly 2021 has brought a change in narrative around long duration assets and the risks of further yield curve steepening.
Opportunities in Financials
In this virtual session, Partners & Portfolio Managers Gary Kirk & Gordon Shannon will share their views on the current opportunities within financials.
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’.
European ABS: A natural home for ESG and sustainable investing
Fixed income investors increasingly desire their investments to have a positive societal impact, but in the rush to scrutinise the Environmental, Social and Governance (ESG) credentials of government and corporate bond issuers, we believe the natural ESG advantages of asset-backed securities (ABS) have so far been overlooked.
Asset-Backed Securities Update
In this update, TwentyFour Partner and Portfolio Manager Ben Hayward addresses some of the key reasons he thinks investors should consider allocating to ABS sooner rather than later.
Investment Grade Quarterly Update – January 2021
Partner and portfolio manager Chris Bowie looks back at investment grade credit market performance in 2020 and provides his outlook for 2021
Asset-Backed Securities Quarterly Update – January 2021
TwentyFour AM partner and portfolio manager Douglas Charleston discusses Q4 performance for ABS markets and provides his outlook for 2021.
Multi-Sector Bond Quarterly Update – January 2021
George Curtis discusses credit markets in Q4 2020 and provides his outlook for the year ahead
Q1 2021 Investor Update
After a tumultuous 2020 which nonetheless delivered strong returns in many asset classes, fixed income investors are expecting a more normalised trading environment in 2021.