Video Hub
How big a threat is inflation?
Partner and Portfolio Manager Felipe Villarroel reflects on markets in 2020 before giving his inflation outlook for 2021
Our view on high yield defaults
In his latest video, George Curtis discusses our views on high yield defaults over the last few months and what he thinks we can expect in 2021
A strong outlook for CLOs
Elena Rinaldi looks back at the performance of European CLOs in 2020 and explains how post-vaccine sentiment should help boost recovery in 2021, providing a positive outlook for CLOs.
Asset-Backed Securities Quarterly Update – October 2020
Partner and Portfolio Manager Douglas Charleston discusses Q3 performance for ABS markets and provides his outlook for the remainder of 2020.
Investment Grade Quarterly Update – October 2020
Partner and Portfolio Manager Chris Bowie discusses Q3 performance for the investment grade credit market and provides his outlook for the rest of 2020.
Multi-Sector Bond Quarterly Update – October 2020
George Curtis discusses Q3 performance for credit markets and provides his outlook for the rest of the year.
What is a European CLO, and how do they work?
European collateralised loan obligations – or CLOs – are bonds issued to fund a specific and diverse pool of corporate loans to firms of different sizes and in different industries all over Europe.
Strategic Income – Quarterly update – July 2020
Partner and Portfolio Manager Eoin Walsh discusses Q2 performance for the Strategic Income strategy and provides his outlook for 2020.
Outcome Driven – Quarterly update – July 2020
Partner and Portfolio Manager Chris Bowie discusses Q2 performance for the Outcome Driven strategy and provides his outlook for the rest of 2020.
Asset-Backed Securities – Quarterly update – July 2020
Partner and Portfolio Manager Douglas Charleston discusses Q2 performance for Asset-Backed Securities and provides his outlook for the rest of 2020.
Asset-Backed Securities Update – 30th June 2020
Partners and portfolio managers Ben Hayward and Aza Teeuwen provide an update on the TwentyFour Income and TwentyFour Monument Bond Fund.
Outcome Driven Update - June 2020
Partner and Portfolio Manager Chris Bowie provides an update on investment grade credit markets.