Asset-Backed Securities
TwentyFour’s ABS funds cover the whole risk spectrum available, from enhanced cash to direct asset-backed lending.
Asset-Backed Securities Quarterly Update – January 2026
Douglas Charleston, Partner, Co-Head of ABS, highlights 2025 as another year in which European ABS delivered solid positive returns over risk-free rates, with lower-than-expected volatility despite ongoing geopolitical uncertainty.
Key takeaways
- The European ABS market delivered another year of solid positive returns over risk-free rates, with lower-than-expected volatility despite geopolitical uncertainty.
- US credit events involving Tricolour and First Brands raised concerns over the proliferation of private markets and potential contagion risk.
- We expect 2026 to start strong, the visible supply pipeline will keep investors engaged and is broadly expected to surpass 2025, while we anticipate demand will continue to keep pace.
About the author
About the author
