Video Hub

European ABS proved to be a valuable allocation for fixed income investors last year and we think the asset class looks to be even stronger in 2023, with rates and spreads combining to create an attractive income landscape. 

With inflation and rate hikes dominating markets in 2022, European ABS proved to be a valuable allocation for fixed income investors wishing to avoid unwanted yield curve related volatility.

TwentyFour Portfolio Manager, George Curtis, provides an update on the Multi-Sector teams current investment themes and macro outlook before looking at the performance and portfolio positioning of the Vontobel Fund – TwentyFour Strategic Income Fund.

As we enter 2023, we think there is good reason for fixed income investors to be positive. This is especially true in investment grade where issuers are typically higher quality, less leveraged and generally have a lower cost of funding than HY issuers.

TwentyFour AM portfolio manager Jack Daley discusses Q4 performance for Investment Grade markets and provides his outlook for 2023.

TwentyFour Partner and Portfolio Manager, Douglas Charleston, describes the developments of the ABS market in Q4 2022.

A member of our Multi-Sector Bond team discusses recent market developments in Q4 2022 and provides his outlook for the year ahead.

2022 has been one of the most challenging years in recent memory for fixed income investors. In this fixed income panel, hosted by TwentyFour Partner and Portfolio Manager Mark Holman, we discuss our recently published 2023 outlook including top sector picks and potential surprises to consider.

While rising interest rates are generally positive news for European ABS due to the resulting increase in their floating rate coupons, the substantial volatility in UK government bonds recently has seen ABS spreads widen, we believe due in large part to the popularity of the asset class with pension funds as a liquid fixed income allocation alternative.

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.