Asset-Backed Securities Quarterly Update – April 2023
Partner and Portfolio Manager, Aza Teeuwen, discusses the impact of Q1 events on the European ABS market and how he expects the markets to respond moving forward.
Insights Topic
Market Update
TwentyFour Income Fund - 10 facts to celebrate 10 years
March 6, 2023, marks the 10th anniversary of the TwentyFour Income Fund (TFIF) being listed on the London Stock Exchange with a £150m capital raise.
Time to extract value from Europe’s bargain bonds
When Wall Street’s army of analysts were publishing their outlooks for 2023 back in November, there was very little love for Europe.
Investment Grade Quarterly Update – January 2023
TwentyFour AM portfolio manager Jack Daley discusses Q4 performance for Investment Grade markets and provides his outlook for 2023.
Asset-Backed Securities Quarterly Update – January 2023
TwentyFour Partner and Portfolio Manager, Douglas Charleston, describes the developments of the ABS market in Q4 2022.
Multi-Sector Bond Quarterly Update – January 2023
A member of our Multi-Sector Bond team discusses recent market developments in Q4 2022 and provides his outlook for the year ahead.
European ABS 2023: Enjoy the income, embrace the transparency
While European ABS was not immune to negative returns amid the considerable fixed income headwinds of 2022, it gave investors largely what they look to this allocation for – lower volatility and better performance than mainstream bonds.
TwentyFour Advent Calendar 2022
The TwentyFour Advent Calendar is a collection of 24 stats telling the story of fixed income this year. The calendar covers everything from yields and issuance records to fund flows and inflation figures, and our ESG filter has even ruled out lumps of coal.
Are short term bonds the ‘best game in town’?
With investors caught between inflation and recession, Chris Bowie argues current valuations in short term, investment grade bonds can offer portfolios both downside protection and attractive yields.
ABS Investor Update - November 2022
While rising interest rates are generally positive news for European ABS due to the resulting increase in their floating rate coupons, the substantial volatility in UK government bonds recently has seen ABS spreads widen, we believe due in large part to the popularity of the asset class with pension funds as a liquid fixed income allocation alternative.
Asset-Backed Securities Quarterly Update – October 2022
TwentyFour Partner and Portfolio Manager, Douglas Charleston, explains how ABS markets have performed in Q3 2022 and provides his outlook for the rest of the year.
Investment Grade Quarterly Update – October 2022
TwentyFour Portfolio Manager, Johnathan Owen, explains how investment grade markets have performed in Q3 2022.