Market Update | Read | 6 min 10 May 2022 by Mark Holman How to prep your bond portfolio for recession At the beginning of this year you would have struggled to find a single investment bank or asset manager (ourselves included) that thought owning 10-year US Treasuries (USTs) was a good idea. Read more
Market Update | Read | 7 min 26 Apr 2022 by Elena Rinaldi Everything you need to know about CLOs Collateralised Loan Obligations, or CLOs, are bond instruments issued to fund a specific pool of loans, typically senior secured or ‘leveraged’ loans, to companies. Read more
Market Update | Watch | 56 min 22 Apr 2022 by Aza Teeuwen Marko Feiertag TwentyFour Income Fund - Investor Webinar One of the best ways to insulate against rising rates is to take zero interest rate exposure and invest in floating rate securities. European ABS is all floating rate, with no duration, so prices do not move up or down when rates move and with higher rates come higher coupons. Watch now
Market Update | Watch | 4 min 13 Apr 2022 by Graeme Anderson ESG Quarterly Update – April 2022 TwentyFour Partner and Portfolio Manager, Graeme Anderson, provides an update on the firm's ESG activities in Q1 2022. Watch now
Market Update | Watch | 3 min 13 Apr 2022 by Eoin Walsh Multi-Sector Bond Quarterly Update – April 2022 TwentyFour Partner and Portfolio Manager, Eoin Walsh, discusses market conditions in Q1 2022 and provides his outlook for the year ahead. Watch now
Market Update | Watch | 5 min 13 Apr 2022 by Elena Rinaldi Asset-Backed Securities Quarterly Update – April 2022 TwentyFour Portfolio Manager, Elena Rinaldi, explains how European ABS markets behaved in Q1 2022 and provides her outlook for the year ahead. Watch now
Market Update | Watch | 5 min 13 Apr 2022 by Gordon Shannon Investment Grade Quarterly Update – April 2022 TwentyFour Partner and Portfolio Manager, Gordon Shannon, describes the developments of the investment grade strategy in Q1 2022. Watch now
Market Update | Read | 6 min 30 Mar 2022 by Chris Bowie Why short term bonds can be the ideal tonic for rampant inflation Inflation’s resurgence has created a huge challenge for fixed income investors so far in 2022. Read more
Market Update | Read | 8 min 10 Mar 2022 by Mark Holman Letter to investors Global bond markets have moved sharply in the wake of Russia’s invasion of Ukraine as investors have tried to assess the impact of an unprecedented raft of financial and economic sanctions. Mark Holman looks at the potential implications for inflation and growth, and highlights some areas of fixed income where yields have risen to near-crisis levels. Read more
Market Update | Read | 5 min 8 Feb 2022 by Gordon Shannon Why central bank policy errors should be top of your 2022 worry list With inflation soaring and the economic recovery looking more fragile, we look at three famous central bank policy errors to demonstrate why they can be so dangerous for investors, and consider how a fixed income portfolio can be strengthened against the risk. Read more
Market Update | Watch | 4 min 24 Jan 2022 by Douglas Charleston Asset-Backed Securities Quarterly Update – January 2022 TwentyFour Partner and Portfolio Manager, Douglas Charleston, explains how ABS markets have performed in Q4 2021 and provides his outlook for the new year. Watch now
Market Update | Watch | 3 min 24 Jan 2022 by Charlene Malik Multi-Sector Bond Quarterly Update – January 2022 TwentyFour Portfolio Manager, Charlene Malik, discusses market conditions in Q4 2021 and provides her outlook for the new year. Watch now