Asset Backed Securities

Elena Rinaldi discusses why ABS should be seriously considered by investors looking to invest on an ESG or sustainable basis.

Partner and Portfolio Manager Douglas Charleston discusses the impact that 'payment holidays', have had on residential mortgage- backed securities.

Marko Feiertag, Portfolio Manager, discusses the ABS credit performance during the COVID crisis.

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.

TwentyFour CEO Mark Holman provides a macro outlook before discussing his views on a critical US presidential election and how it could impact the economy and the markets.

Partner and Portfolio Manager Ben Hayward hosted a breakout session on the ABS stage where he provided an update on portfolio performance and his outlook for the ABS market.

There are still plenty of potential bumps in the road (Brexit, the US election, COVID-19 developments and so on) but the positive technical created by dwindling supply has the potential to push spreads tighter in coming months.

We expect September to be relatively busy with new ABS deals, but there’s a very strong technical developing in favour of ABS and CLOs, which should help performance in the coming months.

If floating vs. fixed is no longer the most pressing question, then investors should be more focused on where they get the best credit spread.

Partner and Portfolio Manager Douglas Charleston discusses Q2 performance for Asset-Backed Securities and provides his outlook for the rest of 2020.

Partners and portfolio managers Ben Hayward and Aza Teeuwen provide an update on the TwentyFour Income and TwentyFour Monument Bond Fund.

Partner and Portfolio Manager Aza Teeuwen and Geoffrey Horton, CLO and Loan Strategist at Barclays discuss the impact of COVID-19 on the leveraged loan and CLO markets and how they expect this to develop in the rest of 2020.