14 Oct 2022 Market Update Investment Grade Quarterly Update – October 2022 TwentyFour Portfolio Manager, Johnathan Owen, explains how investment grade markets have performed in Q3 2022. Watch now
20 Jul 2022 Market Update ESG Quarterly Update - July 2022 Charlene Hogg summarises the firm's ESG activities in Q2 2022 and explains how regulation, planning for net zero and CSR are having an impact. Watch now
20 Jul 2022 Market Update Investment Grade Quarterly Update – July 2022 Gordon Shannon reviews Q2 2022 in fixed income and breaks down the resulting risks and opportunities he sees in investment grade bonds. Watch now
20 Jul 2022 Market Update Multi-Sector Bond Quarterly Update – July 2022 Dillon Lancaster reviews the main market drivers in the second quarter of 2022 and explains how the Strategic Income team is tackling today’s environment. Watch now
20 Jul 2022 Market Update Asset-Backed Securities Quarterly Update – July 2022 Douglas Charleston looks at the development of the European ABS market in the second quarter of 2022 and explains what this could mean for investors going forward. Watch now
23 Jun 2022 TwentyFour Blog Will high yields stay high? For all of these observations, there is one common observation – yields did not stay at these high levels for very long. Read more
24 May 2022 TwentyFour Blog What has driven yields higher – rates or credit? With investors having endured a painful period of rising yields in 2022, Mark Holman looks at whether rates weakness or credit spread widening has been most to blame. Read more
19 May 2022 TwentyFour Blog Just how healthy is the consumer? Consumers are being hit from seemingly all angles at the moment. Higher interest rates are coming, higher inflation is already hitting their pockets hard and economic growth is expected to slow. Read more
16 May 2022 TwentyFour Blog Even in recession, defaults will be lower than previous cycles The vast majority of the high yield universe used the attractive funding conditions last year to term out their maturity profiles. In fact, 2022 maturities in both US and European high yield equate to just 1% of their respective indices. Read more
4 May 2022 TwentyFour Blog The solace provided by a robust earnings season Earnings season is now in full swing, and it has undoubtedly been eventful. During the first quarter, companies have had to navigate multiple obstacles, including surging commodity prices, hawkish central bank policies, a Russian invasion, further supply chain disruptions caused by lockdowns in China, and dwindling consumer confidence. Read more
20 Apr 2022 TwentyFour Blog Growing CRE ABS offers diversification and yield CRE ABS offers conservatively structured debt features, with generally short duration exposure and a spread premium rewarding the more intensive underwriting and due diligence required. Read more
13 Apr 2022 Market Update ESG Quarterly Update – April 2022 TwentyFour Partner and Portfolio Manager, Graeme Anderson, provides an update on the firm's ESG activities in Q1 2022. Watch now