Asset-Backed Securities Quarterly Update – October 2023
TwentyFour
Elena Rinaldi gives an update on the market, highlighting the peak in rates in the quarter, the performance of ABS for the quarter, and delving deeper into the primary issuance activity over the summer months.
Über den Autor
Über den Autor
Themen:
Als nächstes lesen:
US Treasury intervention unlikely to provide lasting supportZugehörige Insights
TwentyFour
US Treasury intervention unlikely to provide lasting support
The US Treasury Department surprised markets yesterday afternoon by announcing an increase in its buyback operations, which will “at least double” to $4bn, from 9 September to 4 November.
TwentyFour
Die drei Säulen des Multi-Asset Credit bei TwentyFour
Die Multi-Asset-Credit-Strategie von TwentyFour setzt auf einen Drei-Säulen-Ansatz mit Fokus auf Ertrag (Income), Relative Value und differenziertes Alpha. So können unsere aktiven Portfolio Manager mit einer dynamischen Allokation hohe risikobereinigte Renditen an den globalen Anleihenmärkten anstreben.
TwentyFour
Flash Fixed Income: Holprig durch die Anleihenmärkte
Anleihen schnitten im ersten Halbjahr 2026 generell gut ab, obwohl der Iran-Krieg sowie Bedenken wegen KI-Disruption und Private Credit zeitweise für Volatilität sorgten.
TwentyFour
Portfolio Insights: Investment Grade – July 2026
TwentyFour Asset Management’s Gordon Shannon reflects on a quarter shaped by geopolitical tensions, government bond volatility and shifting central bank expectations.
TwentyFour
Portfolio Insights: Multi-Sector Bond – July 2026
TwentyFour Asset Management’s Diva Bashay reflects on a quarter which tested market sentiment through geopolitical tensions, shifting interest rate expectations and UK political developments.
TwentyFour
Portfolio Insights: Asset-Backed Securities – July 2026
TwentyFour Asset Management’s Elena Rinaldi reflects on a quarter in which Asset-Backed Securities (ABS) and Collateralised Loan Obligation (CLOs) markets demonstrated resilience despite heightened geopolitical and market volatility.