25 Jun 2021 Market Update ESG's tipping point Fixed income investors are in "pole position to push for change" when it comes to ESG Read more
23 Jun 2021 TwentyFour Blog A Lighter Shade of Green We have a high opinion of Kensington as a mortgage lender and when we score it for ESG as part of our investment analysis it performs very well even without this latest Green initiative, but we do feel it can stretch further. Read more
20 May 2021 Market Update Three tips for bond issuers on ESG data The inexorable growth of sustainable investing during the last decade is likely to continue without interruption given the experience of COVID-19 has only intensified investor and regulatory focus on environmental, social and governance (ESG) issues globally. Read more
20 May 2021 Market Update Five lessons we've learned from sustainable bond investing TwentyFour Asset Management launched its first sustainable fund in January 2020 and I would like to share some of the lessons we have learned from our first year of sustainable bond investing. Read more
11 May 2021 Market Update Sustainable Short Term Bond Income Q2 2021 Update In TwentyFour's Vontobel Fund - Short Term Bond Income update on Tuesday 11th May 2021, Partner and Portfolio Manager, Chris Bowie provided an update on investment themes and positioning for Vontobel Fund - TwentyFour Sustainable Short Term Bond Income. Watch now
10 May 2021 TwentyFour Blog Is Shunning Coal a Good Policy for Capital Markets? As long as coal usage is not illegal, a private buyer of any origin will be able to purchase these assets cheaper and run them for as long as possible with no regard for ESG matters. Read more
26 Apr 2021 TwentyFour Blog Tobacco Bonds Volatile as Investors Chew On ESG Risks Tobacco company bond spreads were volatile last week on news that the Biden administration is exploring a ban on menthol cigarettes and may pursue a policy to reduce nicotine levels in all cigarettes to non-addictive or minimally addictive levels. Rumours about an increased tobacco tax also surfaced, further shaking up the industry. Read more
20 Apr 2021 TwentyFour Blog Barclays' Prison Break ESG conscious investors, ourselves included, of course, are applauding this brave decision by Barclays to put their conscience before profit, but they are not the first to do so. Read more
6 Apr 2021 Market Update How bond managers can invest responsibly TwentyFour Asset Management partner and portfolio manager, Chris Bowie, looks at the specific challenges faced by investors wanting to invest sustainably in the bond markets and considers two controversial examples in Tesla and Coca-Cola. Read more
30 Mar 2021 TwentyFour Blog Sustainability To the Fore as SFDR Kicks In There are many other aspects of SFDR to discuss and we expect the market to take some time to fully adjust. Read more
24 Mar 2021 TwentyFour Blog Brass Builds Momentum in ESG ABS In terms of execution, it is difficult to assess any ‘ESG premium’ in Brass 10 given the overall strong demand, and in our view it’s still early to weigh the importance of a ‘social’ label for ABS investors. Read more
17 Mar 2021 TwentyFour Blog Green RMBS Is No STORM in a Tea Cup For most investors this deal would likely be considered a liquidity position, and at a spread of 15bp this is certainly not the sexiest proposition the European ABS market has to offer, but what is interesting about this latest instalment from the STORM platform is what makes the deal ‘Green’. Read more