Market updates
Letter To Investors – 18th March 2020
As we approach the 10th anniversary of running our Multi-Sector Bond strategies, we have once again hit a period of remarkable market turbulence that has broken records in terms of how quickly prices have deteriorated across markets including fixed income. Consequently we thought it would be useful to share some more detailed thoughts with you on what will be my fifth occasion of writing such a letter. We hope that you find it useful.
Outcome Driven Fund Update – 18th March 2020
These are clearly unprecedented times. We are seeing large gaps down in asset values, large liquidity preference and sometimes positive correlations between risk assets and risk-off hedges.
TwentyFour Multi-Sector Bond Investor Update Webinar
Partner and Portfolio Manager Eoin Walsh provides an update on recent market developments and looking at the portfolio positioning of the Strategic Income Fund.
TwentyFour Select Monthly Income Fund Webinar
Partner and Portfolio Manager Gary Kirk provides an update on recent market developments and the positioning of the TwentyFour Select Monthly Income Fund
TwentyFour ABS Investor Update Webinar
Partners and Portfolio Managers Ben Hayward and Doug Charleston provide an update on the TwentyFour Income Fund and TwentyFour Monument Bond Fund.
TwentyFour Select Monthly Income Fund Investor Update Webinar
Partner and Portfolio Manager Gary Kirk provides an update on recent market developments and the positioning of the TwentyFour Select Monthly Income Fund
TwentyFour Subordinated Financials Webinar
Partner and Portfolio Manager Gary Kirk provides an education session on AT1s and RT1s
TwentyFour Investment Grade Credit Update Webinar
Given the recent volatility in global markets, Partner and Portfolio Manager Chris Bowie hosted a webinar where he provided an update on investment grade credit. Chris discussed his current views on the asset class, before looking at positioning of his two funds; Absolute Return Credit Fund and Corporate Bond Fund.
TwentyFour Sustainable Short Term Bond Income Webinar
Partner and Portfolio Manager Chris Bowie discusses our new sustainable, short duration credit fund; TwentyFour Sustainable Short Term Bond Income.
2020 Fixed Income Outlook
Partner and Portfolio Manager Felipe Villarroel recently hosted a webinar providing an outlook for credit markets in 2020, highlighting investment themes and sectors that still offer fixed income investors good relative value.
Corporate Bond Fund is Five
Chris Bowie outlines the highlights and lowlights for the fund, the successes and challenges, the triumphs and the odd sleepless night.
Opportunities in Sterling Credit
Chris Bowie discusses “The Opportunities in Sterling Credit” as he goes into some of the myths and opportunities within the sterling credit markets and trends we expect for the year ahead.