Asset-Backed Securities Quarterly Update – January 2022
TwentyFour Partner and Portfolio Manager, Douglas Charleston, explains how ABS markets have performed in Q4 2021 and provides his outlook for the new year.
Insights Topic
Market Update
Three strategies for beating inflation with bonds
Inflation was the dominant theme across financial markets in 2021, and we think it is likely to be a big driver of returns again in 2022.
European ABS: Five things to expect in 2022
With inflation and rate hikes dominating market discourse, we expect floating rate assets such as ABS and CLOs to benefit from increasing demand in 2022.
TwentyFour Advent Calendar 2021
The TwentyFour Advent Calendar is a collection of 24 statistics that tell the story of 2021 in fixed income.
Five questions for bond markets in 2022
How do investors deal with inflation? Do central banks know what they’re doing? And does anyone know where Treasuries are heading? CEO Mark Holman tackles the bond market’s biggest questions as he looks ahead to 2022.
Why investors shouldn’t neglect the ‘G’ in ESG
With environmental and social factors rightly growing in prominence in the field of ESG, TwentyFour portfolio manager Chris Bowie explains why governance should still matter to bond investors
Thinking in 3D: credit investing through the cycle
Eoin Walsh explains how bond investors can use the three dimensions of credit – amount, quality, duration – to help maximise or protect returns through different stages of the economic cycle.
Asset-Backed Securities Quarterly Update – October 2021
TwentyFour Partner and Portfolio Manager, Douglas Charleston, explains how ABS markets have performed in Q3 2021 and provides his outlook for the rest of the year.
Four Lessons for Bond Investors
If we suppose a bond investor views an upcoming event as a potential threat to their positioning, they may attempt to hedge their portfolio with another position. The event passes, and the hedge works, but to the investor maintaining the hedge seems like a good idea in the aftermath. Do you maintain the position or remove it?
Asset-Backed Securities Quarterly Update – July 2021
TwentyFour Partner and Portfolio Manager, Douglas Charleston, explains how ABS markets have performed in Q2 2021 and provides his outlook for the year ahead.
Investors should remember – Powell is not a bond manager
It feels like we are currently spending at least 40% of our time talking about inflation, or more accurately, why the US Federal Reserve seems to have a different view of inflation to almost everybody else.
The Active ESG Dimension
TwentyFour Asset Management’s purpose-built Observatory platform scans the global universe of bonds looking for ESG stars