All insights

So is there any Brexit premium left at this juncture? We certainly believe there is.

This paper addresses how we think about ESG factors in relation to ABS investments at TwentyFour in more detail, given the unique nature of the asset class, but within the established framework that is in place across all the investment teams.

For us, it is the insight into the US economy and the strength or weakness of their customers, that we find most interesting in the banking results, and especially so when the US economic data is increasingly pointing to a slowdown.

Partner and Portfolio Manager Felipe Villarroel discusses Q3 performance for the Strategic Income strategy and looks forward to the rest of the year.

Rob Ford, Partner and Portfolio Manager of UK Mortgages Limited provides an update on the fund.

Eoin Walsh, Partner and Portfolio Manager of the Select Monthly Income Fund provides an update on the fund.

Ben Hayward looks at the Q3 performance for Asset Backed Securities and provides an outlook for the year ahead.

Chris Bowie looks at the performance of the Outcome Driven strategy over the last quarter and provides his outlook for the rest of 2019.

Aza Teeuwen, Partner and Portfolio Manager of the TwentyFour Income Fund provides an update on the fund.

It is not clear to us just how much more monetary easing will placate equity investors, and we see a real risk that when we enter the third quarter earnings season next week, company specific data from the bottom up will be more of a shock than the macro picture has been.

"We think the downside to markets is still underappreciated, and thus we would prefer to stay long protection."

The active versus passive management debate is well documented, but with ESG or sustainable investing the debate takes on a new dimension.