Market updates
Asset-Backed Securities Q2 2021 Update
In TwentyFour's ABS update on Monday 10th May 2021, Aza Teeuwen provided an update on investment themes and positioning in the ABS market.
Q2 2021 Investor Update
In TwentyFour's quarterly update, Mark Holman discussed his outlook for the bellwether US Treasury curve, and explained how he thinks investors can still look to pick up yield while avoiding traditionally more rate-sensitive markets.
Where Buffett and Dalio are wrong on bonds
Mark Holman explains why the likes of Warren Buffett and Ray Dalio are warning investors away from fixed income, and points out where he thinks they’re wrong.
Multi-Sector Bond Quarterly Update – April 2021
George Curtis discusses how credit markets have performed in Q1 2021 and provides his outlook for the year ahead.
Asset-Backed Securities – Quarterly Update – April 2021
TwentyFour AM partner and portfolio manager Douglas Charleston discusses how ABS markets have performed in the first quarter of 2021 and provides his outlook for the rest of the year.
Investment Grade – Quarterly Update – April 2021
TwentyFour partner and portfolio manager Gordon Shannon looks at the developments we saw in investment grade credit in the first quarter of 2021 and provides his outlook for the rest of the year.
How bond managers can invest responsibly
TwentyFour Asset Management partner and portfolio manager, Chris Bowie, looks at the specific challenges faced by investors wanting to invest sustainably in the bond markets and considers two controversial examples in Tesla and Coca-Cola.
Letter to Investors
Clearly 2021 has brought a change in narrative around long duration assets and the risks of further yield curve steepening.
Opportunities in Financials
In this virtual session, Partners & Portfolio Managers Gary Kirk & Gordon Shannon will share their views on the current opportunities within financials.
Sustainable Short Term Bond Income update
In this virtual session, Chris Bowie (Partner & Portfolio Manager) introduces our sustainable, short duration credit fund; ‘Vontobel Fund - TwentyFour Sustainable Short Term Bond Income’.
European ABS: A natural home for ESG and sustainable investing
Fixed income investors increasingly desire their investments to have a positive societal impact, but in the rush to scrutinise the Environmental, Social and Governance (ESG) credentials of government and corporate bond issuers, we believe the natural ESG advantages of asset-backed securities (ABS) have so far been overlooked.
Asset-Backed Securities Update
In this update, TwentyFour Partner and Portfolio Manager Ben Hayward addresses some of the key reasons he thinks investors should consider allocating to ABS sooner rather than later.