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. Watch now
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 Read more
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. Read more
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. Read more
11 Nov 2019 Market Update TwentyFour Dynamic Bond Fund Webinar Partner and Portfolio Manager Eoin Walsh provides an update on the Dynamic Bond Fund. Watch now
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. Watch now
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. Read more
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. Read more
30 Oct 2019 TwentyFour Blog 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." Read more
23 Oct 2019 TwentyFour Blog 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. Read more
22 Oct 2019 TwentyFour Blog Monetising the Brexit Premium So is there any Brexit premium left at this juncture? We certainly believe there is. Read more
21 Oct 2019 White Paper ESG and ABS at TwentyFour This paper addresses how we think about ESG factors in relation to ABS investments at TwentyFour in more detail, given the unique nature of the asset class, but within the established framework that is in place across all the investment teams. Read more