Market Update Insights | TwentyFour Asset Management

10 Jun 2021 Market Update

Don’t get left behind in fixed income

The remarkable pace of change in the markets as the global economy reopens points to opportunities in higher yielding bonds, with financials in particular set to benefit, says TwentyFour Asset Management CEO and portfolio manager Mark Holman.

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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.

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20 May 2021 Market Update

Inflation and Fixed Income: Threat and Opportunity

TwentyFour partners Gordon Shannon, Doug Charleston and Felipe Villarroel sat down to debate the potential impact of inflation on the fixed income universe, from government bonds and investment grade credit through to ABS and high yield.

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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.

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13 May 2021 Market Update

Multi-Sector Bond Q2 2021 Update

In TwentyFour's Multi-Sector Bond update on Thursday 13th May 2021, Partner & Portfolio Manager Eoin Walsh provided an update on investment themes and positioning in the fixed income market.

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12 May 2021 Market Update

What are AT1 bonds, and how do they work?

Additional Tier 1 bonds, or AT1s for short, are part of a family of bank capital securities known as Contingent Convertibles or ‘Cocos’. They are bonds issued by banks that contribute to the total level of capital they are required to hold by regulators.

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12 May 2021 Market Update

Investment Grade Q2 2021 Update

In TwentyFour's Investment Grade update on Wednesday 12th May 2021, Partner and Portfolio Manager Chris Bowie provided an update on investment themes and positioning in the Investment Grade market.

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.

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10 May 2021 Market Update

Asset-Backed Securities Q2 2021 Update

In TwentyFour's ABS update on Monday 10th May 2021, Aza Teeuwen provided an update on investment themes and positioning in the ABS market.

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29 Apr 2021 Market Update

Q2 2021 Investor Update

In TwentyFour's quarterly update, Mark Holman discussed his outlook for the bellwether US Treasury curve, and explained how he thinks investors can still look to pick up yield while avoiding traditionally more rate-sensitive markets.

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22 Apr 2021 Market Update

Where Buffett and Dalio are wrong on bonds

Mark Holman explains why the likes of Warren Buffett and Ray Dalio are warning investors away from fixed income, and points out where he thinks they’re wrong.

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19 Apr 2021 Market Update

Multi-Sector Bond Quarterly Update – April 2021

George Curtis discusses how credit markets have performed in Q1 2021 and provides his outlook for the year ahead.