Insights from the Multi Sector team - Fixed Income Festival 2021
TwentyFour Asset Management's annual conference took place virtually for the second year running on September 15 & 16, with hundreds of attendees tuning in live for interactive sessions with TwentyFour's portfolio management team. All the insights from the Multi-Sector team are now available
Insights from the Investment Grade team - Fixed Income Festival 2021
TwentyFour Asset Management's annual conference took place virtually for the second year running on September 15 & 16, with hundreds of attendees tuning in live for interactive sessions with TwentyFour's portfolio management team. All the insights from the Investment Grade team are now available
Insights from the Asset-Backed Securities team - Fixed Income Festival 2021
TwentyFour Asset Management's annual conference took place virtually for the second year running on September 15 & 16, with hundreds of attendees tuning in live for interactive sessions with TwentyFour's portfolio management team. All the insights from the Asset-Backed Securities team are now available
The End of the Road for Petrolheads
We can model all kinds of credit risk as long as there is enough protection in the structure for investors to get comfortable with a degree of residual value risk.
ESG Quarterly Update – July 2021
TwentyFour Partner and Chairman Graeme Anderson discusses the firm’s ESG developments during Q2 2021 and presents its plan for the coming months.
ESG is Inflationary
As companies and individuals adopt sustainable practices, we believe the potential exists for inflationary consequences.
Second time lucky?
It is hard to draw any immediate conclusion from this transaction other than Repsol's notable persistence to obtain sustainable financing.
The new mortgage prisoners – the unintended consequences of improving the world
In both instances, the good intentions of the regulator and the authorities are clear… But at the same time both changes have the potential to cause an increasingly undesired side effect.
The Active ESG Dimension
TwentyFour Asset Management’s purpose-built Observatory platform scans the global universe of bonds looking for ESG stars
Building an ESG Observatory
The definitions of what ESG really means are still blurry and there is no one-size-fits-all approach to sustainability. If anything, the growing popularity of these funds has highlighted the differences in the expectations of both individual investors and institutions when it comes to ESG.
Where is the ESG fixed income sweet spot?
Creating a truly sustainable bond fund is no mean feat. Unlike the listed equity universe, where ESG data is more readily available, it is often sorely lacking in the fixed income space. At the same time, the problem for fixed income managers is exacerbated by the complexity of a bond’s structure, consisting of multiple parts which must all be individually assessed.
ESG's tipping point
Fixed income investors are in "pole position to push for change" when it comes to ESG
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