Market updates
Investment Grade Quarterly Update – October 2021
TwentyFour Portfolio Manager, Diana Chiu, discusses how Investment Grade markets have performed in Q3 2021 and provides her outlook for the rest of the year.
Multi-Sector Bond Quarterly Update – October 2021
A member of the Multi-Sector Bond team discusses market conditions in Q3 2021 and provides her outlook for the rest of the year.
ESG Quarterly Update – October 2021
TwentyFour Partner and Chairman Graeme Anderson discusses the firm’s ESG developments during Q3 2021 and presents its plan for the coming months.
UK Mortgages Limited update - 23rd August 2021
Partner and Portfolio Manager Rob Ford provides an update on UK Mortgages Limited
Four Lessons for Bond Investors
If we suppose a bond investor views an upcoming event as a potential threat to their positioning, they may attempt to hedge their portfolio with another position. The event passes, and the hedge works, but to the investor maintaining the hedge seems like a good idea in the aftermath. Do you maintain the position or remove it?
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.
Multi-Sector Bond Quarterly Update – July 2021
TwentyFour's CEO, Mark Holman, discusses market conditions in Q2 2021 and provides his outlook for the year ahead.
Investment Grade Quarterly Update – July 2021
TwentyFour Partner and Portfolio Manager, Gordon Shannon, discusses how Investment Grade markets have performed in Q2 2021 and provides his outlook for the upcoming months.
Asset-Backed Securities Quarterly Update – July 2021
TwentyFour Partner and Portfolio Manager, Douglas Charleston, explains how ABS markets have performed in Q2 2021 and provides his outlook for the year ahead.
Investors should remember – Powell is not a bond manager
It feels like we are currently spending at least 40% of our time talking about inflation, or more accurately, why the US Federal Reserve seems to have a different view of inflation to almost everybody else.
Is the Fed behind the curve on inflation?
In this video, TwentyFour CEO Mark Holman joins Tom Porter to decipher the Fed’s latest messaging, and to remind bond managers that Jerome Powell is not one of them.
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.