20 Oct 2020 TwentyFour Blog Expect Winners and Losers in Last Window of 2020 Unlike the past six months, where nearly all new deals performed well in the secondary market, from here on in that is far from guaranteed. Expect winners and losers. Read more
19 Oct 2020 Market Update 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. Watch now
19 Oct 2020 Market Update 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. Watch now
19 Oct 2020 Market Update 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. Watch now
13 Oct 2020 TwentyFour Blog Corp Hybrids Look Attractive at This Stage of Cycle Corporate hybrids have evolved in recent years into a large and well-established asset class within the European fixed income market, with €185bn of bonds outstanding. Read more
9 Oct 2020 TwentyFour Blog Pre-Election Bond Outlook In this short video, TwentyFour CEO Mark Holman outlines what he expects to see from bond markets in the next few weeks, and explains why he thinks fiscal stimulus in the US can be the catalyst for the rally to resume in the medium term. Read more
8 Oct 2020 TwentyFour Blog More Noise Than Substance on UK Banks The press can have their sensational headlines, but these stories have little substance when it comes to the impact on the reputation risk of banks or indeed any significant impact on their balance sheets come May 2021. Read more
2 Oct 2020 TwentyFour Blog Europe’s Lending Machine Fuels ABS De-leveraging One of the legacies of Europe’s post-crisis lending landscape was a huge retrenchment in risk appetite, amplified by a lack of bank capital and in some instances funding for an extended period of time. Read more
30 Sep 2020 Market Update 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. Watch now