Market updates
How big a threat is inflation?
Partner and Portfolio Manager Felipe Villarroel reflects on markets in 2020 before giving his inflation outlook for 2021
Our view on high yield defaults
In his latest video, George Curtis discusses our views on high yield defaults over the last few months and what he thinks we can expect in 2021
A strong outlook for CLOs
Elena Rinaldi looks back at the performance of European CLOs in 2020 and explains how post-vaccine sentiment should help boost recovery in 2021, providing a positive outlook for CLOs.
More upside in bank capital
Partner and portfolio manager Gary Kirk discusses why he thinks AT1s continue to look attractive in the search for yield.
Why credit is the only game in town for bond income
To mark the fifth anniversary of his firm’s Strategic Income global bond strategy, TwentyFour Asset Management chief executive, Mark Holman, looks at how the COVID-19 crisis has transformed the bond markets in 2020, and where he believes investors should be looking for value heading into 2021.
European ABS looks mispriced and set for Q4 rally
Having fallen behind other markets in the post-COVID rally due to a lack of direct central bank support, we believe European ABS is set to outperform other parts of fixed income in the coming months as supply wanes and investors look to pick up on what we think could be a compelling relative value opportunity.
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.
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.
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.
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).
What is a European CLO, and how do they work?
European collateralised loan obligations – or CLOs – are bonds issued to fund a specific and diverse pool of corporate loans to firms of different sizes and in different industries all over Europe.
Strategic Income – Quarterly update – July 2020
Partner and Portfolio Manager Eoin Walsh discusses Q2 performance for the Strategic Income strategy and provides his outlook for 2020.