20 Apr 2021 TwentyFour Blog Barclays' Prison Break ESG conscious investors, ourselves included, of course, are applauding this brave decision by Barclays to put their conscience before profit, but they are not the first to do so. Read more
6 Apr 2021 Market Update How bond managers can invest responsibly TwentyFour Asset Management partner and portfolio manager, Chris Bowie, looks at the specific challenges faced by investors wanting to invest sustainably in the bond markets and considers two controversial examples in Tesla and Coca-Cola. Read more
30 Mar 2021 TwentyFour Blog Sustainability To the Fore as SFDR Kicks In There are many other aspects of SFDR to discuss and we expect the market to take some time to fully adjust. Read more
24 Mar 2021 TwentyFour Blog Brass Builds Momentum in ESG ABS In terms of execution, it is difficult to assess any ‘ESG premium’ in Brass 10 given the overall strong demand, and in our view it’s still early to weigh the importance of a ‘social’ label for ABS investors. Read more
24 Feb 2021 Market Update Sustainable Short Term Bond Income update In this virtual session, Chris Bowie (Partner & Portfolio Manager) introduces our sustainable, short duration credit fund; ‘Vontobel Fund - TwentyFour Sustainable Short Term Bond Income’. Watch now
9 Feb 2021 Market Update European ABS: A natural home for ESG and sustainable investing Fixed income investors increasingly desire their investments to have a positive societal impact, but in the rush to scrutinise the Environmental, Social and Governance (ESG) credentials of government and corporate bond issuers, we believe the natural ESG advantages of asset-backed securities (ABS) have so far been overlooked. Read more
9 Feb 2021 TwentyFour Blog ESG: Looking Under the Label This deal, backed by a £472m pool of owner-occupied mortgages partially securitised in a previous transaction, drew over £1.2bn of orders and was printed 10-30bp tighter than initial price guidance depending on the tranche, reaching pre-COVID tights. Read more
5 Feb 2021 TwentyFour Blog ESG Covenants in High Yield Ultimately, the fact that the Klockner deal is not marketed as a green loan but still includes ESG-related covenants is proof that ESG needs to be integrated into an investor’s credit work as a matter of course, something we have been arguing for years. Read more
8 Dec 2020 TwentyFour Blog How Has COVID-19 Changed ESG? ESG investing was tipped to be the biggest theme of 2020 for financial markets, but was swiftly superseded by the COVID-19 pandemic, which has dominated investors’ thoughts since Q1. We thought it was important to revisit this topic and explore if and how the pandemic has changed the world of ESG. Read more
17 Sep 2020 Market Update Why we think ABS is a good solution for ESG Elena Rinaldi discusses why ABS should be seriously considered by investors looking to invest on an ESG or sustainable basis. Watch now
17 Sep 2020 Market Update Sustainable credit - a free lunch? Partner and Portfolio Manager Chris Bowie discusses whether a particular low volatility credit fund could have been managed on a sustainable basis, while still meeting its objectives Watch now
17 Sep 2020 Market Update Why momentum is key to our ESG approach Gordon Shannon, Portfolio Manager, discusses momentum in ESG investing. Watch now