Market updates
Asset-Backed Securities Quarterly Update – January 2022
TwentyFour Partner and Portfolio Manager, Douglas Charleston, explains how ABS markets have performed in Q4 2021 and provides his outlook for the new year.
Three strategies for beating inflation with bonds
Inflation was the dominant theme across financial markets in 2021, and we think it is likely to be a big driver of returns again in 2022.
European ABS: Five things to expect in 2022
With inflation and rate hikes dominating market discourse, we expect floating rate assets such as ABS and CLOs to benefit from increasing demand in 2022.
Policy, economy and markets must converge in 2022
Shortly after publishing his annual Rodney Blog, TwentyFour CEO Mark Holman sat down with Tom Porter to discuss the biggest calls fixed income investors will have to make in 2022, and explain why he believes the current disconnect between monetary policy, the economy and the markets cannot last for long.
TwentyFour Advent Calendar 2021
The TwentyFour Advent Calendar is a collection of 24 statistics that tell the story of 2021 in fixed income.
Five questions for bond markets in 2022
How do investors deal with inflation? Do central banks know what they’re doing? And does anyone know where Treasuries are heading? CEO Mark Holman tackles the bond market’s biggest questions as he looks ahead to 2022.
European ABS: yield, inflation protection, and sustainability
In fixed income today there are three market forces becoming ever more prominent.
Why investors shouldn’t neglect the ‘G’ in ESG
With environmental and social factors rightly growing in prominence in the field of ESG, TwentyFour portfolio manager Chris Bowie explains why governance should still matter to bond investors
Thinking in 3D: credit investing through the cycle
Eoin Walsh explains how bond investors can use the three dimensions of credit – amount, quality, duration – to help maximise or protect returns through different stages of the economic cycle.
TwentyFour Select Monthly Income Fund Update – November 2021
George Curtis from the Multi-Sector portfolio management team provide an update on the TwentyFour Select Monthly Income Fund.
TwentyFour Income Fund Update – November 2021
Partner and Portfolio Manager Aza Teeuwen and Elena Rinaldi from the ABS portfolio management team provide an update on the TwentyFour Income fund.
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.