Event Replay

Our most recent Spotlight on ESG: Unveiling the greenwashing smokescreen webinar, hosted by Johnathan Owen, discusses greenwashing and how we look to navigate the complex landscape of sustainable claims. 

Ben Hayward, Partner & Chief Executive, discusses why we believe staying in cash could cost you and why investors with a medium term view can take confidence from investing in fixed income given today’s high starting yields. 

George Curtis provides a macro update on fixed income markets and an overview of positioning in the TwentyFour Select Monthly Income Fund. 

In the session, Chris Bowie and Johnathan Owen, provides an update on the Vontobel Fund - TwentyFour Absolute Return Credit Fund and Vontobel Fund - TwentyFour Sustainable Short Term Bond Income.

Our most recent Spotlight on ESG: Unlocking sustainable opportunities within ABS webinar, hosted by Pauline Quirin and Elena Rinaldi, explored European ABS from an ESG perspective.

Our most recent ABS Investor Update webinar, hosted by Douglas Charleston and Aza Teeuwen provided an outlook for the European ABS market and why they think investors should be considering the asset class as a long term investment in an environment where we have reached peak rates and a soft landing is expected. 

Our most recent TwentyFour Sustainable Strategic Income Fund webinar, hosted by Charlene Malik and Dillon Lancaster, provided a macro update for fixed income markets, before looking at positioning of the fund and ESG engagements they have recently carried out.

Portfolio Manager Johnathan Owen hosted a Unmasking best reporting & engagement practices webinar, which explored how the ESG landscape has changed within fixed income.

Partner and Portfolio Manager Chris Bowie & Portfolio Manager Johnathan Owen hosted a Spotlight on ESG: A Changing Climate in Fixed Income webinar, which explored how the ESG landscape has changed within fixed income.

Residential Mortgage Backed Securities (‘RMBS’) are by far the largest, and most liquid component of the European ABS market, and a key tool for banks and other lenders to finance the loans they make to homeowners in the real economy.

Given the recent headlines surrounding Credit Suisse and the decision from FINMA, the Swiss regulator, to write down CHF16 billion of Credit Suisse’s Additional Tier 1 debt to zero, we hosted a webinar looking at the possible wider implications of this write-down and what it could means for fixed income investors. 

Amidst uncertain economic conditions during a late-cycle environment, we still believe that short-dated, high quality, investment grade bonds with low duration and high break-even yields can play a crucial role in portfolios and are well positioned to weather bouts of volatility that we may see this year.