Video Hub

Charlene Hogg summarises the firm's ESG activities in Q3 2022 including successful application for the UK Stewardship Code.

George Curtis looks at market conditions in the third quarter of 2022 and his expectations for the rest of the year.

TwentyFour Portfolio Manager, Johnathan Owen, explains how investment grade markets have performed in Q3 2022.

Eoin Walsh gave an update on fixed income markets, touching on what has been going on in UK markets, as well as how the events of recent days fit into the overall macro picture, including inflation and the likely path of central bank policy elsewhere in the world.

Partner and portfolio manager, Eoin Walsh, delivered the keynote address at the TwentyFour Fixed Income Conference in London on September 13.

Rates volatility has done plenty of damage to portfolios in 2022. Where, and when, will US Treasury yields peak? Mark Holman shares his views in his latest video.

Chris Bowie runs through the four risks he says fixed income investors need to watch right now – inflation, unemployment, geopolitics and liquidity – and why he believes short dated bonds might offer some protection

How has ESG in the ABS market changed over the last year? Pauline Quirin talks through some of the positive development she's seen and the main challenges facing the ABS market.

Ben Hayward explains why bond yields are unusually high today, and why he believes the fixed income market could satisfy investors’ needs in the current environment.

Johnathan Owen explains why bonds with high break-even yields can be attractive for investors, and looks at two examples of UK companies with high break-evens.

Charlene Hogg summarises the firm's ESG activities in Q2 2022 and explains how regulation, planning for net zero and CSR are having an impact.

Gordon Shannon reviews Q2 2022 in fixed income and breaks down the resulting risks and opportunities he sees in investment grade bonds.