Asset Backed Securities - Quarterly update - January 2020
Ben Hayward looks at the Q4 performance for Asset Backed Securities and provides an outlook for the year ahead.
Insights Topic
Market Update
Outcome Driven - Quarterly update - January 2020
Chris Bowie looks at the performance of the Outcome Driven strategy over the last quarter and provides his outlook for 2020.
Strategic Income – Quarterly update – January 2020
CEO and Portfolio Manager Mark Holman discusses Q4 performance for the Strategic Income strategy and provides his outlook for 2020.
What is an RMBS, and how do they work?
Residential mortgage-backed securities (RMBS) are an under-utilised asset class for many investors, despite boasting some of the lowest default rates across the global fixed income market and offering higher yields and greater investor protections than vanilla corporate bonds of the same rating.
Strategic Income – Quarterly update – October 2019
Partner and Portfolio Manager Felipe Villarroel discusses Q3 performance for the Strategic Income strategy and looks forward to the rest of the year.
Asset Backed Securities - Quarterly update - October 2019
Ben Hayward looks at the Q3 performance for Asset Backed Securities and provides an outlook for the year ahead.
Outcome Driven - Quarterly update - October 2019
Chris Bowie looks at the performance of the Outcome Driven strategy over the last quarter and provides his outlook for the rest of 2019.
Five tactics for late cycle investing
The current US economic expansion is now the longest in modern history, and investors globally will be seriously contemplating the end of the credit cycle. This late-cycle period could prove particularly challenging. Mark Holman, chief executive of TwentyFour Asset Management presents five tactics for fixed income investing late in the credit cycle.
Strategic Income - Quarterly update - July 2019
Eoin Walsh discusses Q2 performance for the Strategic Income strategy and looks forward to the rest of the year.
Outcome Driven - Quarterly update - July 2019
Chris Bowie looks at the performance of the Outcome Driven strategy over the last quarter and provides his outlook for the rest of 2019
Asset Backed Securities - Quarterly update - July 2019
Ben Hayward looks at the Q2 performance for Asset Backed Securities and provides an outlook for the year ahead.
Five things to consider when investing in ABS
Despite boasting some of the lowest default rates across the global fixed income market, as well as higher yields and greater investor protections than vanilla corporate bonds of the same rating, Asset-Backed Securities (ABS) remains an under-utilised market for many pension funds.
TwentyFour partner Ben Hayward outlines five things every investor should keep in mind when looking at this compelling asset class.