| TwentyFour Asset Management

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4 Feb 2021 TwentyFour Blog

Time to Test The Water in CCCs?

We think it is indeed time to begin the search for recovery stories and deleveraging credits in sectors where the execution strategy is likely to succeed.

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3 Feb 2021 TwentyFour Blog

The Great CLO Refinancing is Well Underway

I think it’s likely we’ll see new cycle tights for the European CLO sector this year, so in addition to healthy income we believe there is plenty of room for capital appreciation as prices are being pushed higher in the secondary market.

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2 Feb 2021 TwentyFour Blog

Default Peaks May Already Be Behind Us

We think this current pause in the global rally is healthy and gives investors a rare moment to reassess, but from a fixed income credit point of view we would not expect too much of a dip.

TFIF update

Tuesday, 09, February, 11:00 GMT (60 min)

In this virtual session, partners & portfolio managers Ben Hayward and Aza Teeuwen will run through the fund’s performance and positioning, as well as yield opportunities they are seeing in the pan-European ABS market.

Ben Hayward

Ben Hayward

Partner, Chief Executive Officer

Aza Teeuwen

Aza Teeuwen

Partner, Co-Head of ABS

UKML update

Thursday, 04, February, 10:30 GMT (60 min)

Rob Ford and Douglas Charleston, partners and portfolio managers for UK Mortgages Ltd, will provide an overview of the recent successful securitisation of the Keystone Finance mortgage pool, followed by an update on the rest of the portfolio.

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Douglas Charleston

Douglas Charleston

Partner, Co-Head of ABS

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27 Jan 2021 TwentyFour Blog

Where Did all the Banks Go?

European ABS primary markets have started 2021 at the solid pace that most market participants expected. The market saw a patchy Q4 in which activity petered out early, not helped by the dominant UK market suffering some hesitation whilst tightrope Brexit deal talks went to the wire, but also as a result of a rather more simple fatigue that appeared to have set in.

27 Jan 2021 Market Update

Asset-Backed Securities Update

In this update, TwentyFour Partner and Portfolio Manager Ben Hayward addresses some of the key reasons he thinks investors should consider allocating to ABS sooner rather than later.

21 Jan 2021 TwentyFour Blog

Comprehending The Brexit Premium

In our view the rationale for the premium is certainly weakening and, of course, we can no longer call it a ‘Brexit’ premium.

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20 Jan 2021 Market Update

Multi-Sector Bond Quarterly Update – January 2021

George Curtis discusses credit markets in Q4 2020 and provides his outlook for the year ahead

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20 Jan 2021 Market Update

Investment Grade Quarterly Update – January 2021

Partner and portfolio manager Chris Bowie looks back at investment grade credit market performance in 2020 and provides his outlook for 2021

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