Market Update

TwentyFour partners Gordon Shannon, Doug Charleston and Felipe Villarroel sat down to debate the potential impact of inflation on the fixed income universe, from government bonds and investment grade credit through to ABS and high yield.

In TwentyFour's Multi-Sector Bond update on Thursday 13th May 2021, Partner & Portfolio Manager Eoin Walsh provided an update on investment themes and positioning in the fixed income market.

Additional Tier 1 bonds, or AT1s for short, are part of a family of bank capital securities known as Contingent Convertibles or ‘Cocos’. They are bonds issued by banks that contribute to the total level of capital they are required to hold by regulators.

In TwentyFour's Investment Grade update on Wednesday 12th May 2021, Partner and Portfolio Manager Chris Bowie provided an update on investment themes and positioning in the Investment Grade market.

In TwentyFour's Vontobel Fund - Short Term Bond Income update on Tuesday 11th May 2021, Partner and Portfolio Manager, Chris Bowie provided an update on investment themes and positioning for Vontobel Fund - TwentyFour Sustainable Short Term Bond Income.

In TwentyFour's ABS update on Monday 10th May 2021, Aza Teeuwen provided an update on investment themes and positioning in the ABS market.

In TwentyFour's quarterly update, Mark Holman discussed his outlook for the bellwether US Treasury curve, and explained how he thinks investors can still look to pick up yield while avoiding traditionally more rate-sensitive markets.

Mark Holman explains why the likes of Warren Buffett and Ray Dalio are warning investors away from fixed income, and points out where he thinks they’re wrong.

George Curtis discusses how credit markets have performed in Q1 2021 and provides his outlook for the year ahead.

TwentyFour partner and portfolio manager Gordon Shannon looks at the developments we saw in investment grade credit in the first quarter of 2021 and provides his outlook for the rest of the year.

TwentyFour AM partner and portfolio manager Douglas Charleston discusses how ABS markets have performed in the first quarter of 2021 and provides his outlook for the rest of the year.

TwentyFour Asset Management partner and portfolio manager, Chris Bowie, looks at the specific challenges faced by investors wanting to invest sustainably in the bond markets and considers two controversial examples in Tesla and Coca-Cola.