All insights
Are Banks Becoming Less Cyclical?
This week we are right in the middle of the European banks’ Q2 reporting period. Today for example we had results from a diverse group of Europe-listed banks, with Credit Suisse, BBVA, Lloyds and Standard Chartered all reporting. All have very different business models and footprints across varying geographies.
Strategic Income – Quarterly update – July 2020
Partner and Portfolio Manager Eoin Walsh discusses Q2 performance for the Strategic Income strategy and provides his outlook for 2020.
Outcome Driven – Quarterly update – July 2020
Partner and Portfolio Manager Chris Bowie discusses Q2 performance for the Outcome Driven strategy and provides his outlook for the rest of 2020.
Asset-Backed Securities – Quarterly update – July 2020
Partner and Portfolio Manager Douglas Charleston discusses Q2 performance for Asset-Backed Securities and provides his outlook for the rest of 2020.
Coventry Enters RMBS Premier League
Coventry Building Society today priced a well-received £350m 2.5 year UK RMBS deal, and by using a Master Trust style structure (historically the preserve of only the largest UK banks) the issuer has beaten its own path to joining the big leagues of RMBS.
Asset-Backed Securities Update – 30th June 2020
Partners and portfolio managers Ben Hayward and Aza Teeuwen provide an update on the TwentyFour Income and TwentyFour Monument Bond Fund.