Market Update

Andy Burnham is set to become UK Prime Minister unopposed from within his own Labour Party, but he may face tougher opposition in the form of the bond market.

TwentyFour Asset Management’s Elena Rinaldi reflects on a quarter in which Asset-Backed Securities (ABS) and Collateralised Loan Obligation (CLOs) markets demonstrated resilience despite heightened geopolitical and market volatility.

TwentyFour Asset Management’s Diva Bashay reflects on a quarter which tested market sentiment through geopolitical tensions, shifting interest rate expectations and UK political developments.

TwentyFour Asset Management’s Gordon Shannon reflects on a quarter shaped by geopolitical tensions, government bond volatility and shifting central bank expectations.

Collateralised loan obligations (CLOs) are securitisations backed by a large pool of senior secured corporate loans, which are financed partly via selling bonds to investors.

Multi-Asset Credit (MAC) is an active, unconstrained fixed income strategy that targets higher returns for investors who accept greater market and credit risk.

With more investors turning to asset-backed securities (ABS) to diversify their fixed income holdings, Doug Charleston explains why he believes TwentyFour Asset Management can be the ideal partner for those who are new to the asset class or considering a more significant allocation.

With the Middle East conflict clouding the outlook for inflation and interest rates, TwentyFour Asset Management’s Doug Charleston explains why asset-backed securities (ABS) could be a valuable diversifier for fixed income investors looking to deal with further volatility.

Doug Charleston, Co-Head ABS at TwentyFour Asset Management, explains why he believes European collateralised loan obligations (CLOs) have one of the most attractive risk-return profiles across global fixed income.

TwentyFour Asset Management’s Jack Daley reflects on a strong start to 2026 for investment grade credit, before geopolitical escalation in the Middle East drove increased volatility later in the quarter and shaped market conditions.

TwentyFour Asset Management’s Felicity Juckes discusses how geopolitics, inflation and shifting risk sentiment shaped fixed income markets in the first quarter of 2026, and why the focus has remained on high‑quality credit.

TwentyFour Asset Management's Aza Teeuwen reflects on a volatile start to 2026, and explains why European ABS continues to provide relative stability over the quarter, particularly in investment grade.