Multi-Sector Bond Quarterly Update – October 2020
George Curtis discusses Q3 performance for credit markets and provides his outlook for the rest of the year.
Insights Topic
Market Update
Absolute Return Credit (ARC) is Five
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).
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.
Strategic Income – Quarterly update – July 2020
Partner and Portfolio Manager Eoin Walsh discusses Q2 performance for the Strategic Income strategy and provides his outlook for 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.
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.
Asset-Backed Securities Update – 30th June 2020
Partners and portfolio managers Ben Hayward and Aza Teeuwen provide an update on the TwentyFour Income and TwentyFour Monument Bond Fund.
Outcome Driven Update - June 2020
Partner and Portfolio Manager Chris Bowie provides an update on investment grade credit markets.
Investors could face another decade of income scarcity
The coronavirus pandemic has brought about perhaps the greatest– and fastest – repricing of risk fixed income investors have ever witnessed.
Corporate Bond Fund Q1 2020 Update
Q1 2020, or more specifically March 2020, will go down in history as a game changer.
ARC Q1 2020 Update
Q1 2020, or more specifically March 2020, will go down in history as a game changer.
Monument and European ABS update
It has been a challenging couple of weeks for obvious reasons.