2 Jul 2021 TwentyFour Blog Second time lucky? It is hard to draw any immediate conclusion from this transaction other than Repsol's notable persistence to obtain sustainable financing. Read more
30 Jun 2021 TwentyFour Blog The new mortgage prisoners – the unintended consequences of improving the world In both instances, the good intentions of the regulator and the authorities are clear… But at the same time both changes have the potential to cause an increasingly undesired side effect. Read more
25 Jun 2021 Market Update The Active ESG Dimension TwentyFour Asset Management’s purpose-built Observatory platform scans the global universe of bonds looking for ESG stars Read more
25 Jun 2021 Market Update Where is the ESG fixed income sweet spot? Creating a truly sustainable bond fund is no mean feat. Unlike the listed equity universe, where ESG data is more readily available, it is often sorely lacking in the fixed income space. At the same time, the problem for fixed income managers is exacerbated by the complexity of a bond’s structure, consisting of multiple parts which must all be individually assessed. Read more
25 Jun 2021 Market Update Building an ESG Observatory The definitions of what ESG really means are still blurry and there is no one-size-fits-all approach to sustainability. If anything, the growing popularity of these funds has highlighted the differences in the expectations of both individual investors and institutions when it comes to ESG. Read more
25 Jun 2021 Market Update ESG's tipping point Fixed income investors are in "pole position to push for change" when it comes to ESG Read more
23 Jun 2021 TwentyFour Blog A Lighter Shade of Green We have a high opinion of Kensington as a mortgage lender and when we score it for ESG as part of our investment analysis it performs very well even without this latest Green initiative, but we do feel it can stretch further. Read more
20 May 2021 Market Update Three tips for bond issuers on ESG data The inexorable growth of sustainable investing during the last decade is likely to continue without interruption given the experience of COVID-19 has only intensified investor and regulatory focus on environmental, social and governance (ESG) issues globally. Read more
20 May 2021 Market Update Five lessons we've learned from sustainable bond investing TwentyFour Asset Management launched its first sustainable fund in January 2020 and I would like to share some of the lessons we have learned from our first year of sustainable bond investing. Read more
11 May 2021 Market Update Sustainable Short Term Bond Income Q2 2021 Update In TwentyFour's Vontobel Fund - Short Term Bond Income update on Tuesday 11th May 2021, Partner and Portfolio Manager, Chris Bowie provided an update on investment themes and positioning for Vontobel Fund - TwentyFour Sustainable Short Term Bond Income. Watch now
10 May 2021 TwentyFour Blog Is Shunning Coal a Good Policy for Capital Markets? As long as coal usage is not illegal, a private buyer of any origin will be able to purchase these assets cheaper and run them for as long as possible with no regard for ESG matters. Read more
26 Apr 2021 TwentyFour Blog Tobacco Bonds Volatile as Investors Chew On ESG Risks Tobacco company bond spreads were volatile last week on news that the Biden administration is exploring a ban on menthol cigarettes and may pursue a policy to reduce nicotine levels in all cigarettes to non-addictive or minimally addictive levels. Rumours about an increased tobacco tax also surfaced, further shaking up the industry. Read more