15 Jul 2021 Market Update Investment Grade Quarterly Update – July 2021 TwentyFour Partner and Portfolio Manager, Gordon Shannon, discusses how Investment Grade markets have performed in Q2 2021 and provides his outlook for the upcoming months. Watch now
8 Jun 2021 TwentyFour Blog Credit Fundamentals Set to Improve Further Frustratingly for fixed income investors looking to buy bonds, the data seem to fully justify the high valuations we see in so many parts of our market at the moment; it really would not make sense to be able to buy bonds cheaply when conditions are so good. Read more
12 May 2021 Market Update Investment Grade Q2 2021 Update In TwentyFour's Investment Grade update on Wednesday 12th May 2021, Partner and Portfolio Manager Chris Bowie provided an update on investment themes and positioning in the Investment Grade market. Watch now
14 Apr 2021 Market Update Investment Grade – Quarterly Update – April 2021 TwentyFour partner and portfolio manager Gordon Shannon looks at the developments we saw in investment grade credit in the first quarter of 2021 and provides his outlook for the rest of the year. Watch now
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 Watch now
9 Dec 2020 TwentyFour Blog We See Value in Lagging Corporate Hybrid Spreads As we are nearing the end of 2020 and assessing pockets of potential value going into 2021, we have to question the strong rally we have just experienced and assess the attractiveness of the hybrid spread multiple and whether or not we can expect further compression. Read more
19 Oct 2020 Market Update Investment Grade Quarterly Update – October 2020 Partner and Portfolio Manager Chris Bowie discusses Q3 performance for the investment grade credit market and provides his outlook for the rest of 2020. Watch now
30 Sep 2020 Market Update TwentyFour Absolute Return Fund - 5 Year Anniversary Having just celebrated the fifth birthday of his Vontobel Fund – TwentyFour Absolute Return Credit Fund, Chris Bowie discusses some of his biggest challenges in the past five years, who the fund is designed for and how it has performed over that five year period. Watch now
25 Sep 2020 Market Update Absolute Return Credit (ARC) is Five Five years ago we launched a simple strategy with a complicated name. The goal sounded simple: to return 2.5% more than cash, after fees, from a long-only, unlevered credit fund. And to do that with as little volatility as possible (but never being allowed to have more than 3% volatility). Read more
17 Sep 2020 Market Update The benefits corporate hybrids can offer Portfolio Manager Pierre Beniguel explains hybrids, how they work, and their benefits Watch now
17 Sep 2020 Market Update Where are the value opportunities in corporate bonds? Johnathan Owen discusses opportunities to find value in corporate bonds in the current climate. Watch now
16 Sep 2020 Market Update Fixed Income Festival 2020 – Main stage TwentyFour CEO Mark Holman provides a macro outlook before discussing his views on a critical US presidential election and how it could impact the economy and the markets. Watch now