Market Update

TwentyFour AM partner and portfolio manager Douglas Charleston discusses Q4 performance for ABS markets and provides his outlook for 2021.

Partner and Portfolio Manager Felipe Villarroel reflects on markets in 2020 before giving his inflation outlook for 2021

In his latest video, George Curtis discusses our views on high yield defaults over the last few months and what he thinks we can expect in 2021

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.

Partner and portfolio manager Gary Kirk discusses why he thinks AT1s continue to look attractive in the search for yield. 

To mark the fifth anniversary of his firm’s Strategic Income global bond strategy, TwentyFour Asset Management chief executive, Mark Holman, looks at how the COVID-19 crisis has transformed the bond markets in 2020, and where he believes investors should be looking for value heading into 2021.

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.

Partner and Portfolio Manager Douglas Charleston discusses Q3 performance for ABS markets and provides his outlook for the remainder of 2020.

Partner and Portfolio Manager Chris Bowie discusses Q3 performance for the investment grade credit market and provides his outlook for the rest of 2020.

George Curtis discusses Q3 performance for credit markets and provides his outlook for the rest of the year.

Five years ago we launched a simple strategy with a complicated name. The goal sounded simple: to return 2.5% more than cash, after fees, from a long-only, unlevered credit fund. And to do that with as little volatility as possible (but never being allowed to have more than 3% volatility).

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.