Market updates
Asset-Backed Securities Quarterly Update – October 2020
Partner and Portfolio Manager Douglas Charleston discusses Q3 performance for ABS markets and provides his outlook for the remainder of 2020.
Multi-Sector Bond Quarterly Update – October 2020
George Curtis discusses Q3 performance for credit markets and provides his outlook for the rest of the year.
Investment Grade Quarterly Update – October 2020
Partner and Portfolio Manager Chris Bowie discusses Q3 performance for the investment grade credit market and provides his outlook for the rest of 2020.
TwentyFour Absolute Return Fund - 5 Year Anniversary
Having just celebrated the fifth birthday of his Vontobel Fund – TwentyFour Absolute Return Credit Fund, Chris Bowie discusses some of his biggest challenges in the past five years, who the fund is designed for and how it has performed over that five year period.
Absolute Return Credit (ARC) is Five
Five years ago we launched a simple strategy with a complicated name. The goal sounded simple: to return 2.5% more than cash, after fees, from a long-only, unlevered credit fund. And to do that with as little volatility as possible (but never being allowed to have more than 3% volatility).
Opportunities in emerging markets
Felipe Villarroel, Partner and Portfolio Manager discusses emerging markets
Engagement at TwentyFour
Jack Daley discusses how we actively engage with companies on behalf of our clients to help transition to a more ESG responsible world.
Why momentum is key to our ESG approach
Gordon Shannon, Portfolio Manager, discusses momentum in ESG investing.
Fixed income liquidity during and after COVID sell-off
Scott Crichton discusses liquidity within fixed income during and after the COVID sell-off
Where are the value opportunities in corporate bonds?
Johnathan Owen discusses opportunities to find value in corporate bonds in the current climate.
What will drive ABS price performance looking forward?
Portfolio Manager John Lawler looks back at the performance of ABS pre-COVID and discusses the factors that he thinks will drive ABS price performance.
CLOs and leveraged loan performance post-COVID
Elena Rinaldi discusses the performance of CLOs and leveraged loans post-COVID.