12 Jan 2024 Market Update 2024: a new year for European ABS Douglas Charleston, believes 2024 will continue to provide the carry that has been so welcome, but see market growth and diversity continuing to make European ABS increasingly scalable. Watch now
12 Jan 2024 Market Update European ABS Outlook 2024 2023 proved to be a second year where European ABS gave investors the strongest returns in fixed income with the benefit of very low volatility. As risk-free rates grew to what we expect to be the peak, income was maximised whilst the various market pivots on rates came and went in the rear view mirror. Read more
1 Nov 2023 Market Update Why staying in cash could cost you 10% to 30% While bonds are once again finding their feet, investors have found themselves sitting on cash balances of 30% to 50%. This capital preservation trade has made perfect sense, but does it still make sense as we reach terminal rates? Read more
27 May 2022 TwentyFour Blog How advanced is the current cycle? The most important asset allocation decisions for global investors ought to originate by answering a seemingly simple question: Where in the cycle are we? Read more