13 Dec 2019 TwentyFour Blog What Next For Sterling Bonds? Overnight markets have had significant news to digest, with two of the major geopolitical hurdles that had been worrying investors being removed. Read more
11 Dec 2019 TwentyFour Blog European HY Default Rates Doubling No Reason to Panic "Where defaults get to exactly depends on a few things, but we can certainly analyse where we think the problem areas could be, whether cracks are already starting to appear, and what investors might do to protect themselves." Read more
9 Dec 2019 Outlook Fixed Income 2020: A Brave Old World Twelve months ago, as we wrote our annual review and forecast for 2019, backing 10-year German government bonds that were yielding just 0.24% at the time to perform would have been a brave call. Read more
4 Dec 2019 TwentyFour Blog Trade war volatility maintains grip on bonds By now investors should be getting used to the ever more frequent hiccups in the trade negotiations between the US and the rest of the world. Read more
26 Nov 2019 TwentyFour Blog Data decline eases for Germany and US "In some parts of the global economy, we might be seeing a bottom in terms of low activity levels." TwentyFour's Felipe Villarroel discusses the factors behind these improving trends. Read more
22 Nov 2019 TwentyFour Blog NIBC leading the way in ESG “NIBC, has been involved in ESG/CSR focused lending in Europe for some time, and is the first manager to issue what we might call an ESG CLO." Elena Rinaldi discusses why in terms of ESG, NIBC would receive a high score from us. Read more
21 Nov 2019 TwentyFour Blog Younited performance shows risks in Fintech ABS "Younited’s funding strategy is as innovative as its business model... In May this year, the company successfully issued its first #ABS backed by French consumer loans" TwentyFour's Ben Hayward discusses. Read more
20 Nov 2019 Market Update TwentyFour UK Mortgages Limited Webinar Douglas Charleston, Partner and Portfolio Manager of the UK Mortgages Limited Fund provides an update on the fund. Watch now
20 Nov 2019 TwentyFour Blog Fitch keeps AT1 investors on their toes "We have been participants in the Additional Tier 1 (AT1) sector since its introduction in 2013, albeit with a high degree of selectivity, but the risk-reward has been obvious to us." Gary Kirk discusses the latest AT1 news from Fitch Read more
15 Nov 2019 TwentyFour Blog IG demand would be key to Walgreens buyout At this late point in the cycle, fixed income investors are on high alert for signs of potential excess in the capital markets, and a proposal for potentially the biggest leveraged buyout (LBO) in history would certainly fall into that category. Read more
13 Nov 2019 White Paper Sustainable credit: A free lunch? At TwentyFour Asset Management we believe Environmental, Social and Governance (ESG) factors can have an influence on the value of our investments, and we have recently formalised our approach to these risks by integrating an ESG framework throughout the firm’s investment process, across all strategies. Read more
11 Nov 2019 Market Update TwentyFour Dynamic Bond Fund Webinar Partner and Portfolio Manager Eoin Walsh provides an update on the Dynamic Bond Fund. Watch now
