A strong outlook for CLOs
Elena Rinaldi looks back at the performance of European CLOs in 2020 and explains how post-vaccine sentiment should help boost recovery in 2021, providing a positive outlook for CLOs.
Insights Topic
Market Update
More upside in bank capital
Partner and portfolio manager Gary Kirk discusses why he thinks AT1s continue to look attractive in the search for yield.
How big a threat is inflation?
Partner and Portfolio Manager Felipe Villarroel reflects on markets in 2020 before giving his inflation outlook for 2021
Our view on high yield defaults
In his latest video, George Curtis discusses our views on high yield defaults over the last few months and what he thinks we can expect in 2021
Why credit is the only game in town for bond income
To mark the fifth anniversary of his firm’s Strategic Income global bond strategy, TwentyFour Asset Management chief executive, Mark Holman, looks at how the COVID-19 crisis has transformed the bond markets in 2020, and where he believes investors should be looking for value heading into 2021.
European ABS looks mispriced and set for Q4 rally
Having fallen behind other markets in the post-COVID rally due to a lack of direct central bank support, we believe European ABS is set to outperform other parts of fixed income in the coming months as supply wanes and investors look to pick up on what we think could be a compelling relative value opportunity.
TwentyFour Income Fund Update
Partner and Portfolio Manager Aza Teeuwen and Elena Rinaldi from the ABS portfolio management team provide an update on the TwentyFour Income fund.
TwentyFour Select Monthly Income Fund Update
Partner and Portfolio Manager Gary Kirk and George Curtis from the Strategic Income portfolio management team provide an update on the TwentyFour Select Monthly Income Fund.
Asset-Backed Securities Quarterly Update – October 2020
Partner and Portfolio Manager Douglas Charleston discusses Q3 performance for ABS markets and provides his outlook for the remainder of 2020.
Investment Grade Quarterly Update – October 2020
Partner and Portfolio Manager Chris Bowie discusses Q3 performance for the investment grade credit market and provides his outlook for the rest of 2020.
Multi-Sector Bond Quarterly Update – October 2020
George Curtis discusses Q3 performance for credit markets and provides his outlook for the rest of the year.
TwentyFour Absolute Return Fund - 5 Year Anniversary
Having just celebrated the fifth birthday of his Vontobel Fund – TwentyFour Absolute Return Credit Fund, Chris Bowie discusses some of his biggest challenges in the past five years, who the fund is designed for and how it has performed over that five year period.