All insights
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
TwentyFour Monument Bond Fund Webinar
Douglas Charleston, Partner and Portfolio Manager provides an update on the Monument Bond Fund
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.
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.
TwentyFour Dynamic Bond Fund Webinar
Partner and Portfolio Manager Eoin Walsh provides an update on the Dynamic Bond Fund.
TwentyFour Corporate Bond Fund Webinar
Chris Bowie, Partner and Portfolio Manager provides an update on the TwentyFour Corporate Bond Fund.
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.
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.
QMUL mentoring scheme
TwentyFour are proud to have teamed up with Queen Mary University of London’s (QMUL) mentoring scheme with the aim of specifically providing female undergraduates less familiar with the workings of the City with advice, guidance and encouragement.
What Does US Loan Underperformance Mean for Bondholders?
"The European CLO market is much smaller, but given the US is further ahead in the economic cycle, the US market can provide a good indication of what might happen in Europe."
Brexit Battle Brewing for the Bank
Markets appear more confident the UK will avoid a ‘no-deal’ Brexit, but this isn’t feeding through to rate rise expectations. TwentyFour Asset Management's Ben Hayward examines why.
Monetising the Brexit Premium
So is there any Brexit premium left at this juncture? We certainly believe there is.
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