Market Update | Watch | 3 min 24 Jan 2022 by Gordon Shannon Investment Grade Quarterly Update – January 2022 TwentyFour Partner and Portfolio Manager, Gordon Shannon, discusses how the investment grade strategy has performed in Q4 2021 and provides his outlook for the new year. Watch now
Market Update | Read | 5 min 20 Jan 2022 by Mark Holman Three strategies for beating inflation with bonds Inflation was the dominant theme across financial markets in 2021, and we think it is likely to be a big driver of returns again in 2022. Read more
Market Update | Read | 9 min 18 Jan 2022 by Douglas Charleston European ABS: Five things to expect in 2022 With inflation and rate hikes dominating market discourse, we expect floating rate assets such as ABS and CLOs to benefit from increasing demand in 2022. Read more
Market Update | Watch | 14 min 2 Dec 2021 by Mark Holman Policy, economy and markets must converge in 2022 Shortly after publishing his annual Rodney Blog, TwentyFour CEO Mark Holman sat down with Tom Porter to discuss the biggest calls fixed income investors will have to make in 2022, and explain why he believes the current disconnect between monetary policy, the economy and the markets cannot last for long. Watch now
Market Update | Read | 5 min 1 Dec 2021 TwentyFour Advent Calendar 2021 The TwentyFour Advent Calendar is a collection of 24 statistics that tell the story of 2021 in fixed income. Read more
Market Update | Read | 5 min 30 Nov 2021 by Mark Holman Five questions for bond markets in 2022 How do investors deal with inflation? Do central banks know what they’re doing? And does anyone know where Treasuries are heading? CEO Mark Holman tackles the bond market’s biggest questions as he looks ahead to 2022. Read more
Market Update | Read | 6 min 16 Nov 2021 by Ben Hayward European ABS: yield, inflation protection, and sustainability In fixed income today there are three market forces becoming ever more prominent. Read more
Market Update | Read | 3 min 15 Nov 2021 by Chris Bowie Why investors shouldn’t neglect the ‘G’ in ESG With environmental and social factors rightly growing in prominence in the field of ESG, TwentyFour portfolio manager Chris Bowie explains why governance should still matter to bond investors Read more
Market Update | Read | 4 min 12 Nov 2021 by Eoin Walsh Thinking in 3D: credit investing through the cycle Eoin Walsh explains how bond investors can use the three dimensions of credit – amount, quality, duration – to help maximise or protect returns through different stages of the economic cycle. Read more
Market Update | Watch | 36 min 11 Nov 2021 by George Curtis Charlene Malik TwentyFour Select Monthly Income Fund Update – November 2021 George Curtis and Charlene Malik from the Multi-Sector portfolio management team provide an update on the TwentyFour Select Monthly Income Fund. Watch now
Market Update | Watch | 57 min 10 Nov 2021 by Aza Teeuwen Elena Rinaldi TwentyFour Income Fund Update – November 2021 Partner and Portfolio Manager Aza Teeuwen and Elena Rinaldi from the ABS portfolio management team provide an update on the TwentyFour Income fund. Watch now
Market Update | Watch | 5 min 26 Oct 2021 by Charlene Malik Multi-Sector Bond Quarterly Update – October 2021 TwentyFour Portfolio Manager, Charlene Malik, discusses market conditions in Q3 2021 and provides her outlook for the rest of the year. Watch now