Market Update

Partner and Portfolio Manager Aza Teeuwen and Elena Rinaldi from the ABS portfolio management team provide an update on the TwentyFour Income fund.

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.

George Curtis discusses Q3 performance for credit markets and provides his outlook for the rest of the year.

Partner and Portfolio Manager Chris Bowie discusses Q3 performance for the investment grade credit market and provides his outlook for the rest of 2020.

Partner and Portfolio Manager Douglas Charleston discusses Q3 performance for ABS markets and provides his outlook for the remainder of 2020.

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.

Five years ago we launched a simple strategy with a complicated name. The goal sounded simple: to return 2.5% more than cash, after fees, from a long-only, unlevered credit fund. And to do that with as little volatility as possible (but never being allowed to have more than 3% volatility).

Graeme Anderson, Chairman and Portfolio Manager, discusses one of our most commonly asked questions, what do we think of brexit risk and the brexit premium?

Sophia Papi discusses TwentyFour's CSR approach.

Partner and Portfolio Manager Douglas Charleston discusses the impact that 'payment holidays', have had on residential mortgage- backed securities.

Portfolio Manager Gordon Shannon discusses the default risk investors are exposed to if they don't invest in cash or government bonds, before discussing downgraded companies or 'fallen angels'.

Elena Rinaldi discusses the performance of CLOs and leveraged loans post-COVID.