Select Monthly Income Fund Update - November 2023
Charlene Malik, Portfolio Management, outlines the significance of active engagement within the ESG process at TwentyFour, and provides some examples of our recent engagements.
Dillon Lancaster, Portfolio Management, provides an update on European banks and AT1s and the bout of volatility they suffered earlier this year, following the US regional bank crisis and Credit Suisse.
Johnathan Owen, Portfolio Management, reflects on why the AT1 market has been brought into the spotlight this year, following the events of the US regional banking crisis and Credit Suisse.
George Curtis, Portfolio Management explores how our portfolio will perform in the event we don’t get the expected soft landing.