7 Jan 2021 Market Update A strong outlook for CLOs Elena Rinaldi looks back at the performance of European CLOs in 2020 and explains how post-vaccine sentiment should help boost recovery in 2021, providing a positive outlook for CLOs. Watch now
24 Nov 2020 TwentyFour Blog Second Series of Mortgage Holidays No Threat to RMBS So while we certainly expect unemployment to increase across Europe, and we expect more borrowers will fail to pay their mortgages, we believe current mortgage performance is very far away from a level that would threaten coupon and principal payments in the major European RMBS markets. Read more
26 Oct 2020 Market Update European ABS looks mispriced and set for Q4 rally Having fallen behind other markets in the post-COVID rally due to a lack of direct central bank support, we believe European ABS is set to outperform other parts of fixed income in the coming months as supply wanes and investors look to pick up on what we think could be a compelling relative value opportunity. Read more
21 Oct 2020 Market Update TwentyFour Income Fund Update Partner and Portfolio Manager Aza Teeuwen and Elena Rinaldi from the ABS portfolio management team provide an update on the TwentyFour Income fund. Watch now
19 Oct 2020 Market Update Asset-Backed Securities Quarterly Update – October 2020 Partner and Portfolio Manager Douglas Charleston discusses Q3 performance for ABS markets and provides his outlook for the remainder of 2020. Watch now
2 Oct 2020 TwentyFour Blog Europe’s Lending Machine Fuels ABS De-leveraging One of the legacies of Europe’s post-crisis lending landscape was a huge retrenchment in risk appetite, amplified by a lack of bank capital and in some instances funding for an extended period of time. Read more
25 Sep 2020 TwentyFour Blog CLOs Outperform Gloomy Forecasts Overall CLO and loan performance have exceeded our expectations, though there are still plenty of headwinds for the market, chief among which is the prospect of further lockdowns and more economic disruption as Europe battles a second wave of COVID-19 cases. Read more
17 Sep 2020 Market Update Why we think ABS is a good solution for ESG Elena Rinaldi discusses why ABS should be seriously considered by investors looking to invest on an ESG or sustainable basis. Watch now
17 Sep 2020 Market Update The impact of 'payment holidays' on RMBS Partner and Portfolio Manager Douglas Charleston discusses the impact that 'payment holidays', have had on residential mortgage- backed securities. Watch now
17 Sep 2020 Market Update COVID credit performance in ABS Marko Feiertag, Portfolio Manager, discusses the ABS credit performance during the COVID crisis. Watch now
16 Sep 2020 Market Update What is a European CLO, and how do they work? European collateralised loan obligations – or CLOs – are bonds issued to fund a specific and diverse pool of corporate loans to firms of different sizes and in different industries all over Europe. Watch now
16 Sep 2020 Market Update Fixed Income Festival 2020 – Main stage TwentyFour CEO Mark Holman provides a macro outlook before discussing his views on a critical US presidential election and how it could impact the economy and the markets. Watch now