Market Update Insights | TwentyFour Asset Management

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May 12 2021 Market Update

Investment Grade Q2 2021 Update

In TwentyFour's Investment Grade update on Wednesday 12th May 2021, Partner and Portfolio Manager Chris Bowie provided an update on investment themes and positioning in the Investment Grade market.

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May 10 2021 Market Update

Asset-Backed Securities Q2 2021 Update

In TwentyFour's ABS update on Monday 10th May 2021, Aza Teeuwen provided an update on investment themes and positioning in the ABS market.

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Apr 22 2021 Market Update

Where Buffett and Dalio are wrong on bonds

Mark Holman explains why the likes of Warren Buffett and Ray Dalio are warning investors away from fixed income, and points out where he thinks they’re wrong.

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Apr 14 2021 Market Update

Asset-Backed Securities – Quarterly Update – April 2021

TwentyFour AM partner and portfolio manager Douglas Charleston discusses how ABS markets have performed in the first quarter of 2021 and provides his outlook for the rest of the year.

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Apr 06 2021 Market Update

How bond managers can invest responsibly

TwentyFour Asset Management partner and portfolio manager, Chris Bowie, looks at the specific challenges faced by investors wanting to invest sustainably in the bond markets and considers two controversial examples in Tesla and Coca-Cola.

Mar 08 2021 Market Update

Letter to Investors

Clearly 2021 has brought a change in narrative around long duration assets and the risks of further yield curve steepening.

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Feb 09 2021 Market Update

European ABS: A natural home for ESG and sustainable investing

Fixed income investors increasingly desire their investments to have a positive societal impact, but in the rush to scrutinise the Environmental, Social and Governance (ESG) credentials of government and corporate bond issuers, we believe the natural ESG advantages of asset-backed securities (ABS) have so far been overlooked.

Jan 27 2021 Market Update

Asset-Backed Securities Update

In this update, TwentyFour Partner and Portfolio Manager Ben Hayward addresses some of the key reasons he thinks investors should consider allocating to ABS sooner rather than later.

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Jan 20 2021 Market Update

Asset-Backed Securities Quarterly Update – January 2021

TwentyFour AM partner and portfolio manager Douglas Charleston discusses Q4 performance for ABS markets and provides his outlook for 2021.

Jan 07 2021 Market Update

How big a threat is inflation?

Partner and Portfolio Manager Felipe Villarroel reflects on markets in 2020 before giving his inflation outlook for 2021

Jan 07 2021 Market Update

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

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Jan 07 2021 Market Update

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.