Market Update Insights | TwentyFour Asset Management

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14 Apr 2021 Market Update

Asset-Backed Securities – Quarterly Update – April 2021

TwentyFour AM partner and portfolio manager Douglas Charleston discusses how ABS markets have performed in the first quarter of 2021 and provides his outlook for the rest of the year.

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14 Apr 2021 Market Update

Investment Grade – Quarterly Update – April 2021

TwentyFour partner and portfolio manager Gordon Shannon looks at the developments we saw in investment grade credit in the first quarter of 2021 and provides his outlook for the rest of the year.

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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.

8 Mar 2021 Market Update

Letter to Investors

Clearly 2021 has brought a change in narrative around long duration assets and the risks of further yield curve steepening.

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2 Mar 2021 Market Update

Opportunities in Financials

In this virtual session, Partners & Portfolio Managers Gary Kirk & Gordon Shannon will share their views on the current opportunities within financials.

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24 Feb 2021 Market Update

Sustainable Short Term Bond Income update

In this virtual session, Chris Bowie (Partner & Portfolio Manager) introduces our sustainable, short duration credit fund; ‘Vontobel Fund - TwentyFour Sustainable Short Term Bond Income’.

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9 Feb 2021 Market Update

European ABS: A natural home for ESG and sustainable investing

Fixed income investors increasingly desire their investments to have a positive societal impact, but in the rush to scrutinise the Environmental, Social and Governance (ESG) credentials of government and corporate bond issuers, we believe the natural ESG advantages of asset-backed securities (ABS) have so far been overlooked.

27 Jan 2021 Market Update

Asset-Backed Securities Update

In this update, TwentyFour Partner and Portfolio Manager Ben Hayward addresses some of the key reasons he thinks investors should consider allocating to ABS sooner rather than later.

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20 Jan 2021 Market Update

Investment Grade Quarterly Update – January 2021

Partner and portfolio manager Chris Bowie looks back at investment grade credit market performance in 2020 and provides his outlook for 2021

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20 Jan 2021 Market Update

Asset-Backed Securities Quarterly Update – January 2021

TwentyFour AM partner and portfolio manager Douglas Charleston discusses Q4 performance for ABS markets and provides his outlook for 2021.

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20 Jan 2021 Market Update

Multi-Sector Bond Quarterly Update – January 2021

George Curtis discusses credit markets in Q4 2020 and provides his outlook for the year ahead

8 Jan 2021 Market Update

Q1 2021 Investor Update

After a tumultuous 2020 which nonetheless delivered strong returns in many asset classes, fixed income investors are expecting a more normalised trading environment in 2021.