Where to look for income post-COVID
Partner and Portfolio Manager Chris Bowie discusses the sources of income for investors within Fixed Income following the COVID crisis.
Insights Topic
Market Update
How technicals have overwhelmed fundamentals
David Norris, Head of US Credit, discusses technicals in his latest video.
Why did Q2 see record bond issuance?
Jack Daley discusses the record bond issuance that was seen in Q2 2020 across gross and net levels in global fixed income markets, particularly in Europe and the US.
The future role of government bonds
Partner and Portfolio Manager Eoin Walsh discusses the future of government bonds
Opportunities in emerging markets
Felipe Villarroel, Partner and Portfolio Manager discusses emerging markets
Why we still like AT1s
Gary Kirk, Partner and Portfolio Manager discusses Bank Capital, in particular, AT1s, and why this is a sector we like.
The benefits corporate hybrids can offer
A member of our Multi-Sector Bond team explains hybrids, how they work, and their benefits.
Sustainable credit - a free lunch?
Partner and Portfolio Manager Chris Bowie discusses whether a particular low volatility credit fund could have been managed on a sustainable basis, while still meeting its objectives
High yield bonds and defaults
George Curtis discusses high yield and default rates.
Fixed Income Festival 2020 – ESG Breakout Session
Graeme Anderson hosted abreakout session in the ESG tent where he discussed TwentyFour's ESG Integration model, how company behaviour affects our ESG scoring and how our Observatory relative value system has enabled us to build ESG analysis into the investment process the portfolio managers use every day.
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.
Fixed Income Festival 2020 – ABS Breakout session
Partner and Portfolio Manager Ben Hayward hosted a breakout session on the ABS stage where he provided an update on portfolio performance and his outlook for the ABS market.