Why we still like AT1s
Gary Kirk, Partner and Portfolio Manager discusses Bank Capital, in particular, AT1s, and why this is a sector we like.
Insights Topic
Market Update
Opportunities in emerging markets
Felipe Villarroel, Partner and Portfolio Manager discusses emerging markets
The future role of government bonds
Partner and Portfolio Manager Eoin Walsh discusses the future of government bonds
How does ESG integration work at TwentyFour?
At TwentyFour, ESG - Environmental, Social and Governance - factors, are a critical component in our investment process. This video explains our approach to ESG integration at TwentyFour.
What is a European CLO, and how do they work?
European collateralised loan obligations – or CLOs – are bonds issued to fund a specific and diverse pool of corporate loans to firms of different sizes and in different industries all over Europe.
Fixed Income Festival 2020 – IG Breakout session
Chris Bowie and Gordon Shannon hosted a breakout session on the IG stage where they provided an update on portfolio performance and their outlook for investment grade credit markets.
Fixed Income Festival 2020 – MSB Breakout session
Gary Kirk and Eoin Walsh hosted a breakout session on the MSB stage where they provided an update on portfolio performance and their outlook for fixed income markets.
Fixed Income Festival 2020 – ABS Breakout session
Partner and Portfolio Manager Ben Hayward hosted a breakout session on the ABS stage where he provided an update on portfolio performance and his outlook for the ABS market.
Fixed Income Festival 2020 – Main stage
TwentyFour CEO Mark Holman provides a macro outlook before discussing his views on a critical US presidential election and how it could impact the economy and the markets.
Fixed Income Festival 2020 – ESG Breakout Session
Graeme Anderson hosted abreakout session in the ESG tent where he discussed TwentyFour's ESG Integration model, how company behaviour affects our ESG scoring and how our Observatory relative value system has enabled us to build ESG analysis into the investment process the portfolio managers use every day.
Asset-Backed Securities – Quarterly update – July 2020
Partner and Portfolio Manager Douglas Charleston discusses Q2 performance for Asset-Backed Securities and provides his outlook for the rest of 2020.
Outcome Driven – Quarterly update – July 2020
Partner and Portfolio Manager Chris Bowie discusses Q2 performance for the Outcome Driven strategy and provides his outlook for the rest of 2020.