Market updates
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.
AT1 Virtual Event: Re-Rating AT1s and the Banking Sector - 24th June 2021
In this unique virtual event from TwentyFour Asset Management, TwentyFour CEO Mark Holman guided us through the AT1 market as we discovered what role he thinks these bonds can play in a fixed income portfolio.
Don’t get left behind in fixed income
The remarkable pace of change in the markets as the global economy reopens points to opportunities in higher yielding bonds, with financials in particular set to benefit, says TwentyFour Asset Management CEO and portfolio manager Mark Holman.
Three tips for bond issuers on ESG data
The inexorable growth of sustainable investing during the last decade is likely to continue without interruption given the experience of COVID-19 has only intensified investor and regulatory focus on environmental, social and governance (ESG) issues globally.
Five lessons we've learned from sustainable bond investing
TwentyFour Asset Management launched its first sustainable fund in January 2020 and I would like to share some of the lessons we have learned from our first year of sustainable bond investing.
Inflation and Fixed Income: Threat and Opportunity
TwentyFour partners Gordon Shannon, Doug Charleston and Felipe Villarroel sat down to debate the potential impact of inflation on the fixed income universe, from government bonds and investment grade credit through to ABS and high yield.
Multi-Sector Bond Q2 2021 Update
In TwentyFour's Multi-Sector Bond update on Thursday 13th May 2021, Partner & Portfolio Manager Eoin Walsh provided an update on investment themes and positioning in the fixed income market.
What are AT1 bonds, and how do they work?
Additional Tier 1 bonds, or AT1s for short, are part of a family of bank capital securities known as Contingent Convertibles or ‘Cocos’. They are bonds issued by banks that contribute to the total level of capital they are required to hold by regulators.
Investment Grade Q2 2021 Update
In TwentyFour's Investment Grade update on Wednesday 12th May 2021, Partner and Portfolio Manager Chris Bowie provided an update on investment themes and positioning in the Investment Grade market.
Sustainable Short Term Bond Income Q2 2021 Update
In TwentyFour's Vontobel Fund - Short Term Bond Income update on Tuesday 11th May 2021, Partner and Portfolio Manager, Chris Bowie provided an update on investment themes and positioning for Vontobel Fund - TwentyFour Sustainable Short Term Bond Income.