All insights
Portfolio Insights: Asset-Backed Securities – July 2026
TwentyFour Asset Management’s Elena Rinaldi reflects on a quarter in which Asset-Backed Securities (ABS) and Collateralised Loan Obligation (CLOs) markets demonstrated resilience despite heightened geopolitical and market volatility.
Portfolio Insights: Multi-Sector Bond – July 2026
TwentyFour Asset Management’s Diva Bashay reflects on a quarter which tested market sentiment through geopolitical tensions, shifting interest rate expectations and UK political developments.
Portfolio Insights: Investment Grade – July 2026
TwentyFour Asset Management’s Gordon Shannon reflects on a quarter shaped by geopolitical tensions, government bond volatility and shifting central bank expectations.
Can the bond market digest AI hyperscaler supply?
Another week, another hyperscaler deal. Market participants have by now become accustomed to the steady flood of issuance from the large tech players as they look to build out their Artificial intelligence (AI) infrastructure to manage the ever-increasing demands for compute
Better times ahead? Assessing Germany’s new macro reforms
The German government has been quite an active and bold one since it took office some 15 months ago.
Five reasons to invest in CLOs
Collateralised loan obligations (CLOs) are securitisations backed by a large pool of senior secured corporate loans, which are financed partly via selling bonds to investors.