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2019-11-26_24_data-decline-eases-for-germany-and-us_teaser

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.

2019-11-22_24_nibs-leading-the-way-in-esg_teaser

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.

2019-11-21_24_younited-performance-shows-risks-in-fintech-abs_teaser

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.

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.

2019-11-20_24_fitch-keeps-at1-investors-on-their-toes_teaser

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

15 Nov 2019 Market Update

TwentyFour Monument Bond Fund Webinar

Douglas Charleston, Partner and Portfolio Manager provides an update on the Monument Bond Fund

2019-11-18_24_ig-demand-would-be-key-to-walgreens-buyout_teaser

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.

2019-11-21_wp_24_sustainable-credit-a-free-lunch_teaser

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.

11 Nov 2019 Market Update

TwentyFour Dynamic Bond Fund Webinar

Partner and Portfolio Manager Eoin Walsh provides an update on the Dynamic Bond Fund.

8 Nov 2019 Market Update

TwentyFour Corporate Bond Fund Webinar

Chris Bowie, Partner and Portfolio Manager provides an update on the TwentyFour Corporate Bond Fund.

2019-11-06_us-corporate-credit-demand-slows-again_teaser

6 Nov 2019 TwentyFour Blog

US corporate credit demand slows again

The Senior Loan Officer Opinion Survey, combined with financial results from the banks, is probably still the most useful tool we have for gauging the cycle’s life expectancy.

2019-11-05_24_risk-well-underpinned-going-into-year-end_teaser

5 Nov 2019 TwentyFour Blog

Risk well underpinned going into year-end

A number of threats to risk assets have dissipated and could become positive tail risks for markets moving into 2020.