Funds

Strategies

Insights

People

Pages

TwentyFour Q2 2021 Investor Update

TwentyFour

Read 1 min

May 12 2021

For professional investors only

The fixed income landscape has shifted rapidly in 2021, with the prospect of a strong economic recovery from the shock of COVID-19 sparking a sustained sell-off in longer dated government bonds, hurting portfolios running higher duration in particular.

In the video below, Mark Holman, CEO and Portfolio Manager at TwentyFour Asset Management discusses his outlook for the bellwether US Treasury curve, and explains how he thinks investors can still look to pick up yield while avoiding traditionally more rate-sensitive markets.

You can download the presentation here.

Share via

About the authors

John Magrath

Head of Distribution

About the authors

John Magrath

Head of Distribution

Topics:

Event Replay Fixed Income TwentyFour

Read next:

European ABS Outlook 2024

hero boutique twentyfour

TwentyFour

Based in London and New York, we are a specialist fixed income asset manager. Since our inception in 2008, we have built a strong reputation in Europe for performance, expertise and innovation in our chosen sector. Our portfolio teams cover three distinct business areas but with a high degree of collaboration.

Related insights

European ABS outlook

Jan 12 2024 Market Update

European ABS Outlook 2024

2023 proved to be a second year where European ABS gave investors the strongest returns in fixed income with the benefit of very low volatility. As risk-free rates grew to what we expect to be the peak, income was maximised whilst the various market pivots on rates came and went in the rear view mirror.

Aug 21 2023 Viewpoint

Fixed income opportunities in a soft landing scenario

After a difficult 2022, bonds may be poised for unusually high returns compared to historic averages. And not just in the US -- we see opportunities in European CLOs and RMBS. They offer double digit yields for short-dated debt and look very attractive on a relative value basis compared to domestic credit.

2019_tf_twentyfour_teaser

Mar 10 2022 Viewpoint

Where do fixed income investors go from here?

Global bond markets have moved sharply in the wake of Russia’s invasion of Ukraine as investors have tried to assess the impact of an unprecedented raft of financial and economic sanctions.

2021-09-10_24VP_Three-tips-for-bond-issuers-on-ESG-data_teaser

Feb 09 2022 Event Replay

TwentyFour Q1 2022 Investor Update

For our Q1 fixed income event, Mark Holman, portfolio manager at Vontobel boutique TwentyFour Asset Management, provided an update on the firm’s flagship, global unconstrained strategy, the Vontobel Fund – TwentyFour Strategic Income Fund.

2021-09-10_24VP_esg-what-makes-34-our-chosen-score_teaser

Sep 09 2021 Viewpoint

ESG: What makes 34…our chosen score

In recent months and years we have seen remarkable growth in the number of ESG-focused or sustainable investment strategies being offered by asset managers, a trend that first emerged in the equity market but is now making itself felt in the world of fixed income.

2021-09-10_24VP_Three-tips-for-bond-issuers-on-ESG-data_teaser

Sep 09 2021 Viewpoint

Three tips for bond issuers on ESG data

TwentyFour Asset Management’s portfolio management team offer bond issuers three tips on improving their ESG data disclosure, and explain why companies shouldn’t attempt to fool them.