17 Sep 2020 Market Update The growth of green bonds Johnathan Owen discusses the growth of green bonds over the last few years. Watch now
17 Sep 2020 Market Update Corporate Social Responsibility at TwentyFour Sophia Papi discusses TwentyFour's CSR approach. Watch now
16 Sep 2020 White Paper Do green bonds deliver for fixed income investors? As with many things ESG related, interest in, and issuance of, green bonds is growing rapidly. Read more
16 Sep 2020 Market Update Fixed Income Festival 2020 – ESG Breakout Session Graeme Anderson hosted abreakout session in the ESG tent where he discussed TwentyFour's ESG Integration model, how company behaviour affects our ESG scoring and how our Observatory relative value system has enabled us to build ESG analysis into the investment process the portfolio managers use every day. Watch now
16 Sep 2020 Market Update How does ESG integration work at TwentyFour? At TwentyFour, ESG - Environmental, Social and Governance - factors, are a critical component in our investment process. This video explains our approach to ESG integration at TwentyFour. Watch now
14 Sep 2020 TwentyFour Blog Do Green Bonds Work for Investors? Green bonds have seen dramatic growth both in terms of market size and media coverage in recent years. In 2019 we saw $237bn of issuance, a 62% increase on 2018’s $146bn, from a mixture of sovereigns, financials and corporates; and in its wake has come a proliferation of dedicated green bond funds. Read more
7 Jul 2020 TwentyFour Blog Green AT1 Raises More Questions Than Answers Today BBVA announced it would be issuing the first ever green Additional Tier 1 (AT1) bond, a perpetual non-call 5.5-year with initial price thoughts at 6.5%, and immediately sparked a spirited debate among the TwentyFour team over how green bank capital can be. Read more
1 Jun 2020 TwentyFour Blog How ESG Will Change the Face of Asset Management As regular readers of this blog will know, TwentyFour has adopted ESG integration throughout its investment process for all strategies, and launched its first sustainable fund offering in January 2020. In doing so, we have engaged in some fascinating debates with clients and peers about the growing impact of ESG objectives on the fund management industry, and on fixed income markets in particular. Here are a few of our predictions for the years ahead. Read more
6 Mar 2020 TwentyFour Blog Coronavirus Predatory Pricing is an ESG Red Flag Companies, even earnings pressured ones, now need to seriously consider the negative impact on their long term cost of capital from short term decisions to shore up P&L. Read more
13 Feb 2020 Market Update TwentyFour Sustainable Short Term Bond Income Webinar Partner and Portfolio Manager Chris Bowie discusses our new sustainable, short duration credit fund; TwentyFour Sustainable Short Term Bond Income. Watch now