Asset-backed finance: How does Europe stack up?
The $5.2tr asset-backed finance (ABF) market represents a growing opportunity to gain exposure to high quality loan pools and the returns they can generate.
Insights Topic
Fixed Income
Improving growth forecasts matter for markets
On Thursday, markets received preliminary Purchasing Managers’ Index (PMI) figures for August. As a reminder, PMIs are timely indicators of trends in manufacturing and services, with a number above 50 signalling an expansion and below 50 a contraction.
Allianz’s blockbuster RT1 underpinned by insurance fundamentals
Restricted Tier 1 (RT1) investors have been woken from an otherwise sleepy summer after Allianz Group, one of the largest insurers and asset managers globally, brought a $1.25bn deal to the market on Tuesday.
A closer look at River Green and CMBS losses
A French CMBS transaction named River Green – a deal we exited a few years ago at a price in the mid-90s as part of a broader review of our CMBS exposure – has come under renewed scrutiny after a new valuation triggered expectations of principal losses on what were originally AAA rated bonds. Here’s how we got here.
UK by the numbers: breaking down the latest ONS stats
The UK Office for National Statistics (ONS) issued their monthly summary of the UK government’s income and expenses as well as the impact these have on the budget deficit and fiscal debt levels.
Sustainable Short Term Bond Income has been shortlisted for the ‘Best Sustainable Bond Fund’
We are excited to announce Vontobel Fund - TwentyFour Sustainable Short Term Bond Income (SSTBI) has been shortlisted for the ‘Best Sustainable Bond Fund’ category at Investment week’s 2025 Sustainable Investment Awards.
Flash Fixed Income: Forget tariffs, watch the US labour market
The Trump administration’s immigration policy leaves the US labour market at a pivotal juncture.
CLO value emerges ahead of likely autumn surge
With the summer holiday season fast approaching, now feels like a good moment to pause and take stock of developments in the European ABS market year-to-date.
Investment Grade Quarterly Update – July 2025
TwentyFour Asset Management’s Gordon Shannon reflects on a volatile but resilient second quarter of 2025 for the Investment Grade team, shaped by shifting tariff policies and evolving central bank actions.
Multi-Sector Bond Quarterly Update – July 2025
In his latest update, TwentyFour Asset Management’s George Curtis looks back at a volatile yet resilient Q2 2025 for the Multi-sector bond team.
Asset-Backed Securities Quarterly Update – July 2025
As the second quarter of 2025 draws to a close, TwentyFour Asset Management’s Elena Rinaldi shares her insights on a period shaped by significant geopolitical and macroeconomic developments.
TwentyFour Global CLOs Webinar - July 2025
Aza Teeuwen (Partner, Co-Head of ABS) and Elena Rinaldi (Portfolio Management) hosted a webinar on Wednesday 9 July 2025, where they shared insights into recent trends in global CLOs.