13 Sep 2022 Market Update Why are high break-evens attractive for investors? Johnathan Owen explains why bonds with high break-even yields can be attractive for investors, and looks at two examples of UK companies with high break-evens. Watch now
20 Jul 2022 Market Update ESG Quarterly Update - July 2022 Charlene Hogg summarises the firm's ESG activities in Q2 2022 and explains how regulation, planning for net zero and CSR are having an impact. Watch now
20 Jul 2022 Market Update Investment Grade Quarterly Update – July 2022 Gordon Shannon reviews Q2 2022 in fixed income and breaks down the resulting risks and opportunities he sees in investment grade bonds. Watch now
20 Jul 2022 Market Update Multi-Sector Bond Quarterly Update – July 2022 Dillon Lancaster reviews the main market drivers in the second quarter of 2022 and explains how the Strategic Income team is tackling today’s environment. Watch now
20 Jul 2022 Market Update Asset-Backed Securities Quarterly Update – July 2022 Douglas Charleston looks at the development of the European ABS market in the second quarter of 2022 and explains what this could mean for investors going forward. Watch now
10 May 2022 Market Update How to prep your bond portfolio for recession At the beginning of this year you would have struggled to find a single investment bank or asset manager (ourselves included) that thought owning 10-year US Treasuries (USTs) was a good idea. Read more
26 Apr 2022 Market Update Everything you need to know about CLOs Collateralised Loan Obligations, or CLOs, are bond instruments issued to fund a specific pool of loans, typically senior secured or ‘leveraged’ loans, to companies. Read more
22 Apr 2022 Market Update TwentyFour Income Fund - Investor Webinar One of the best ways to insulate against rising rates is to take zero interest rate exposure and invest in floating rate securities. European ABS is all floating rate, with no duration, so prices do not move up or down when rates move and with higher rates come higher coupons. Watch now
13 Apr 2022 Market Update ESG Quarterly Update – April 2022 TwentyFour Partner and Portfolio Manager, Graeme Anderson, provides an update on the firm's ESG activities in Q1 2022. Watch now
13 Apr 2022 Market Update Multi-Sector Bond Quarterly Update – April 2022 TwentyFour Partner and Portfolio Manager, Eoin Walsh, discusses market conditions in Q1 2022 and provides his outlook for the year ahead. Watch now
13 Apr 2022 Market Update Asset-Backed Securities Quarterly Update – April 2022 TwentyFour Portfolio Manager, Elena Rinaldi, explains how European ABS markets behaved in Q1 2022 and provides her outlook for the year ahead. Watch now
13 Apr 2022 Market Update Investment Grade Quarterly Update – April 2022 TwentyFour Partner and Portfolio Manager, Gordon Shannon, describes the developments of the investment grade strategy in Q1 2022. Watch now