A rate cut now makes very little sense to us, and wastes one of the few bullets the BoE has left in its armoury. If they do decide to cut next week, we think it will be reversed within 12 months.

This brief paper outlines our approach to absolute return, and why we think a predominantly long-only fund can offer investors the predictability and transparency that they demand through the investment cycle.

This paper addresses how we think about ESG factors in relation to ABS investments at TwentyFour in more detail, given the unique nature of the asset class, but within the established framework that is in place across all the investment teams.

Ben Hayward looks at the Q4 performance for Asset Backed Securities and provides an outlook for the year ahead.

Chris Bowie looks at the performance of the Outcome Driven strategy over the last quarter and provides his outlook for 2020.

CEO and Portfolio Manager Mark Holman discusses Q4 performance for the Strategic Income strategy and provides his outlook for 2020.

Partner and Portfolio Manager Chris Bowie looks at some of the myths and opportunities within the sterling credit markets and trends we expect for the year ahead.

Partner and Portfolio Manager Gary Kirk provides an overview of bank capital from a portfolio managers perspective.

In our recent educational update, Rob Ford, Aza Teeuwen and Luca Beldi explain what a CLO is, where they fit in the European ABS universe and what their relative value is.

In our recently hosted corporate hybrids teach in which explains what a corporate hybrid is, the issuers and risks and why we see corporate hybrids as the solution to finding yield in fixed income.