Event Replay

Trade wars and geopolitical risk head a list of potential catalysts for spread widening in 2025. However, with a macro backdrop of falling rates and solid global growth, we think credit will continue to outperform government bonds and support healthy total return expectations for fixed income investors.

George Curtis (Portfolio Management), from our Multi-Sector Bond team provided a comprehensive understanding of the key aspects of yield curves.

Douglas Charleston (Partner, Co-Head of ABS) and Pauline Quirin (Portfolio Management), from our Asset-Backed securities team provided a comprehensive understanding of the key aspects and trends within the Significant Risk Transfer (SRT) market.

Our investment grade team discussed social bonds in more detail and TwentyFour's approach to considering social factors in the companies that we invest in.

In this Back to Basics webinar, Gordon Shannon (Partner, Co-Head of Investment Grade) and Johnathan Owen (Portfolio Management) from our Investment grade team provided a comprehensive understanding of the key aspects of corporate hybrids.

On this webinar, Eoin Walsh (Partner, Portfolio Management) provided a macro update on fixed income markets, why he thinks credit spreads could remain resilient and how these views impact duration positioning.

On this webinar, Gordon Shannon (Partner, Portfolio Management) provided an introduction to our new sustainable, global investment grade fund Sustainable Global Corporate Bond Fund, in light of its upcoming launch.

On ​​​​​this webinar, Chris Bowie (Partner, Portfolio Management) provided a macro update on fixed income markets and how these views are reflected in the positioning of our short-dated funds.

In this Back to Basics webinar, Jakub Lichwa (Portfolio Management) and Dillon Lancaster (Portfolio Management) from our Multi-Sector Bond team gave their valuable insights into the importance of maintaining sufficient levels of bank capital to uphold financial stability.

On this webinar in our Spotlight on ESG series, a member of our Investment Grade team discussed fossil fuel financing and how we engage with banks on this subject.

In this Back to Basics webinar, Aza Teeuwen (Partner, Co-Head of ABS) and Elena Rinaldi (Portfolio Management), provided a comprehensive understanding of the key aspects and trends within the European CLO market.

On this latest educational webinar in our Spotlight on ESG series, Charlene Hogg (Head of Legal) and Sujan Nadarajah (Partner, Chief Compliance Officer) were joined by our guest speaker, Michaela Walker (Partner & Product Group Head, Eversheds Sutherland), to advise on the various relevant regulatory changes, including the impact of ESG and sustainability factors on funds and fund managers.