Video Hub

A member from our Multi-Sector Bond team provides an update on the recent events which occurred during Q4 2023, highlighting the volatility in the treasury market which dominated the beginning of the fourth quarter, and the turnaround in November, which saw US inflation fall below expectations and labour data weaken.

Aza Teeuwen reflects on a busy quarter for the Asset-Backed Securities team, highlighting the primary deals and trading that occurred all the way through the quarter until the end of December, the performance of ABS for the quarter, and his confidence that ABS is in a good position to carry its strong momentum into 2024.

After a tumultuous year for fixed income, government bond markets were finally delivering a story of falling inflation in Q4 2023. In our Investment Grade quarterly update, Gordon Shannon reflects on Q4, and in particular the month of December which proved to be one of the strongest months of the year, as hopes of multiple rate cuts in 2024 were accelerated.

There is good reason for fixed income investors to be positive as we move into 2024, although there is also reason to remain cautious. The welcome news is that inflation globally has finally started to fall after remaining stubbornly high for most of 2023.

Douglas Charleston, believes 2024 will continue to provide the carry that has been so welcome, but see market growth and diversity continuing to make European ABS increasingly scalable. 

Our most recent Spotlight on ESG: Unveiling the greenwashing smokescreen webinar, hosted by a member of our Investment Grade team, discusses greenwashing and how we look to navigate the complex landscape of sustainable claims. 

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

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. 

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.

A member of the Multi-Sector Bond team outlines the significance of active engagement within the ESG process at TwentyFour, and provides some examples of our recent engagements. 

Our Investment Grade team discusses the notable improvements seen in ESG disclosures over the past 24 months, categorising them into three main aspects; environmental, social and governance.

Gordon Shannon, Partner and Portfolio Management, highlights climate change as one of the main topics which gathers a tremendous amount of attention within ESG investing, discussing the Paris Agreement, lack of data and poor transparency.