20 Apr 2022 Market Update ABS case study: Highways 2021-1 Highways 2021-1 is a Commercial Mortgage Backed Security (CMBS) financing the acquisition of eight motorway service area properties (MSAs) by Blackstone and Arjun Infrastructure Partners. Read more
20 Apr 2022 TwentyFour Blog Growing CRE ABS offers diversification and yield CRE ABS offers conservatively structured debt features, with generally short duration exposure and a spread premium rewarding the more intensive underwriting and due diligence required. Read more
13 Apr 2022 Market Update Investment Grade Quarterly Update – April 2022 TwentyFour Partner and Portfolio Manager, Gordon Shannon, describes the developments of the investment grade strategy in Q1 2022. Watch now
13 Apr 2022 Market Update Asset-Backed Securities Quarterly Update – April 2022 TwentyFour Portfolio Manager, Elena Rinaldi, explains how European ABS markets behaved in Q1 2022 and provides her outlook for the year ahead. Watch now
13 Apr 2022 Market Update Multi-Sector Bond Quarterly Update – April 2022 TwentyFour Partner and Portfolio Manager, Eoin Walsh, discusses market conditions in Q1 2022 and provides his outlook for the year ahead. Watch now
13 Apr 2022 Market Update ESG Quarterly Update – April 2022 TwentyFour Partner and Portfolio Manager, Graeme Anderson, provides an update on the firm's ESG activities in Q1 2022. Watch now
12 Apr 2022 TwentyFour Blog Taking stock of recent bond moves So far, most fixed income asset classes have experienced a tumultuous 2022. With high yield markets bucking the trend in recent weeks, George Curtis takes a closer look at the drivers of the sector’s recent strength and its current opportunity set. Read more
11 Apr 2022 TwentyFour Blog Rationality will win out for AT1s in the real world Despite the ECB's recent review bringing some previously debated points surrounding AT1s to the forefront, we believe any changes would create undesired, real-world consequences if implemented. Read more
17 Sep 2018 TwentyFour Blog Doctor Doom and the Doom of Tomorrow In the early 1990s, Marvel comics introduced a world 100 years in the future with new stories for its popular heroes and villains. Doctor Doom's story was called "The Doom of Tomorrow". Read more
12 Sep 2018 TwentyFour Blog Investors Need a Big Hike From Turkey This is a crucial week for Turkey’s economy and the Central Bank of Turkey’s credibility. Read more