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.
Insights Topic
Fixed Income
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 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.
Bank Of England Announces “Big, Big Package”
Our take on all of this is that the central bank has acted in a very targeted and timely way, adding large volumes of liquidity at even lower rates, along with significant capital to the banking system.
What Next For Bonds After 'Capitulation Day'
Monday was one of those days investment professionals will remember all their lives, and compare with similar standout days from the past.
Coronavirus Predatory Pricing is an ESG Red Flag
Companies, even earnings pressured ones, now need to seriously consider the negative impact on their long term cost of capital from short term decisions to shore up P&L.
Will central banks ease the coronavirus pain
The big question for us now is how long the impact of the virus may last, and how much of a supply and demand shock will there be as a consequence of the various efforts to stall its spread.
Coronavirus Contagion in Fixed Income
While there has been a rally in risk-off assets since January over coronavirus fears, credit markets have been largely resilient given strong technical demand, driven by huge inflows for bond funds and the wall of cash sitting on the sidelines.
Could Fiscal Stimulus Inflate Expectations?
Given where asset prices are at the moment, we would categorise inflation as a low probability, but high impact, risk.
Johnson Clears Path to Fiscal Stimulus
Next month’s budget now has the green light to be Johnson’s fiscal bazooka, with tax cuts, housing schemes and infrastructure projects already mooted.