All insights
Risk well underpinned going into year-end
A number of threats to risk assets have dissipated and could become positive tail risks for markets moving into 2020.
QMUL mentoring scheme
TwentyFour are proud to have teamed up with Queen Mary University of London’s (QMUL) mentoring scheme with the aim of specifically providing female undergraduates less familiar with the workings of the City with advice, guidance and encouragement.
What Does US Loan Underperformance Mean for Bondholders?
"The European CLO market is much smaller, but given the US is further ahead in the economic cycle, the US market can provide a good indication of what might happen in Europe."
Bank Earnings – US consumer remains in good health
For us, it is the insight into the US economy and the strength or weakness of their customers, that we find most interesting in the banking results, and especially so when the US economic data is increasingly pointing to a slowdown.
Strategic Income – Quarterly update – October 2019
Partner and Portfolio Manager Felipe Villarroel discusses Q3 performance for the Strategic Income strategy and looks forward to the rest of the year.
Asset Backed Securities - Quarterly update - October 2019
Ben Hayward looks at the Q3 performance for Asset Backed Securities and provides an outlook for the year ahead.