Portfolio Insights: Asset-Backed Securities – October 2026

Market Update
Watch 5 min

TwentyFour Asset Management’s Pauline Quirin reflects on a quarter in which securitised markets remained resilient despite interest rate volatility and growing concerns around inflation.


 

Key takeaways

  • Asset-backed securities (ABS) and collateralised loan obligations (CLOs) spreads remained broadly stable despite volatility in interest rate markets.
  • Record issuance continued to be met by strong investor demand across ABS and CLO markets.
  • We believe the floating-rate nature of ABS and CLOs can provide a valuable hedge against interest rate volatility.

 

 

 

About the author
About the author
Topics:
Asset Backed Securities CLOs Fixed Income Market Update
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