All insights
Fixed Income 2025: Yields trump possibility of spread correction
With a macro backdrop of falling rates and solid global growth, TwentyFour Asset Management's Eoin Walsh says fixed income investors can expect healthy total returns in 2025.
A difference of opinion in US and European CLOs
Last week, members of TwentyFour’s asset-backed securities (ABS) portfolio management team were in Dana Point, California for the Opal Group CLO Summit, an annual event with over 2,000 participants made up of investors, bankers, CLO managers, service providers and lawyers.
Motor finance won’t put brakes on UK banking sector
An otherwise fairly uneventful year for the UK banking sector has occasionally been dented by headlines concerning the Financial Conduct Authority’s (FCA) investigation into motor finance commission arrangements.
French stalemate not a severe scenario for markets
As most analysts expected, the French parliament on Wednesday brought the metaphorical guillotine down on Prime Minister Michel Barnier’s minority government. The no-confidence motion, brought by an alliance of left-wing parties while Barnier was attempting to pass a budget, was supported by Marine Le Pen’s far-right National Rally party.
In bank capital, it’s quality over quantity
It is important to understand the historical context behind “global” capital rules, and why they differ for EU and US banks.
Asset-backed finance (ABF) case study: Qander Consumer Finance
An asset-backed finance (ABF) investment backed by a portfolio of Dutch unsecured consumer loans originated by Qander Consumer Finance.