Insights
Can credit keep calm and carry on?
With cracks starting to show in the US economy, many are wondering whether tight corporate bond spreads leave investors vulnerable. But with corporate balance sheets holding firm and yields on higher quality bonds looking attractive, staying invested in credit should continue to reward investors.
Back to Basics: Significant risk transfer
Douglas Charleston (Partner, Co-Head of ABS) and Pauline Quirin (Portfolio Management), from our Asset-Backed securities team provided a comprehensive understanding of the key aspects and trends within the Significant Risk Transfer (SRT) market.
Spotlight on ESG: Evaluating social factors in fixed income investing
Our investment grade team discussed social bonds in more detail and TwentyFour's approach to considering social factors in the companies that we invest in.
Fossil Fuel Financing
Our investment grade team discusses our longstanding carbon emissions engagement policy and its focus on collaborating with companies we believe we can influence. Our goal has been to shape their environmental journey over the medium to long term, leading to a reduction in carbon emissions.
What does ABS performance tell us about economic health?
Recent economic news may have created a sense of uncertainty across Europe, but Ellie Aylen from our Asset-Backed Securities (ABS) team offers a more optimistic view. According to low-level data from the Bank of England (BoE) and the European Central Bank (ECB), the actual performance is much more reassuring than what the headlines might suggest.
CLO Update
Pauline Quirin, Portfolio Management, provides an update on the global Collateralised Loan Obligation (CLO) market, highlighting why we think CLOs are positioned to deliver the strongest performance across fixed income markets for the rest of the year.