Back to Basics: Significant risk transfer
Douglas Charleston (Partner, Co-Head of ABS) and Pauline Quirin (Portfolio Management), from our Asset-Backed securities team provided a comprehensive understanding of the key aspects and trends within the Significant Risk Transfer (SRT) market.
Positioning for late cycle as rate cuts begin
Eoin Walsh delivered the keynote address at TwentyFour Asset Management’s Annual Conference in London on September 10, 2024.
The duration deliberation
TwentyFour Asset Management's Chris Bowie discusses the underweight duration across all of our outcome driven strategies, how this phase is now coming to an end, and why we are beginning to increase our interest rate duration in all of our funds.
Opportunities within European credit
Positioning and fixed income markets have remained quite tricky this year, however credit markets have continued to perform very strongly. TwentyFour Asset Management's Eoin Walsh, discusses why he thinks there is opportunity within European credit despite the rate headwinds and pull back on some of the aggressive rate cutting expectations markets had at the start of the year.
Back to Basics: Corporate hybrids
In this Back to Basics webinar, Gordon Shannon (Partner, Co-Head of Investment Grade) and Johnathan Owen (Portfolio Management) from our Investment grade team provided a comprehensive understanding of the key aspects of corporate hybrids.
Back to Basics: Bank capital
In this Back to Basics webinar, Jakub Lichwa (Portfolio Management) from our Multi-Sector Bond team gave their valuable insights into the importance of maintaining sufficient levels of bank capital to uphold financial stability.
What are corporate hybrids and how do they work?
Corporate hybrids are bonds issued by companies that combine characteristics of both debt and equity.
Back to Basics: CLOs
In this Back to Basics webinar, Aza Teeuwen (Partner, Co-Head of ABS) and Elena Rinaldi (Portfolio Management), provided a comprehensive understanding of the key aspects and trends within the European CLO market.
Back to Basics: RMBS
In this Back to Basics webinar, Aza Teeuwen (Partner, Co-Head of ABS) and Douglas Charleston, (Partner, Co-Head of ABS) provided a comprehensive understanding of the key aspects and trends within the European RMBS market.
Strategic Income Quarterly Update – April 2023
Following a busy quarter in bond markets, a member of our Multi-Sector Bond team reflects on macro events and discusses how our Multi-Sector Bond team have responded.
Asset-Backed Securities Quarterly Update – January 2023
TwentyFour Partner and Portfolio Manager, Douglas Charleston, describes the developments of the ABS market in Q4 2022.
Asset-Backed Securities Quarterly Update – October 2022
TwentyFour Partner and Portfolio Manager, Douglas Charleston, explains how ABS markets have performed in Q3 2022 and provides his outlook for the rest of the year.