CLOs

TwentyFour Asset Management's Aza Teeuwen reflects on a volatile start to 2026, and explains why European ABS continues to provide relative stability over the quarter, particularly in investment grade.

TwentyFour Asset Management’s Douglas Charleston highlights 2025 as another year in which European ABS delivered solid positive returns over risk-free rates, with lower-than-expected volatility despite ongoing geopolitical uncertainty.

Während wir uns dem Ende eines Jahres nähern, in dem Risikoanlagen US-Zölle und zunehmende Bedenken hinsichtlich KI-getriebener Tech-Bewertungen weitgehend ignoriert haben, wählt das Portfoliomanagement-Team von TwentyFour Asset Management die sieben Schlüsselfragen aus, die seiner Ansicht nach das Jahr 2026 für Anleihen-Investoren bestimmen werden.

In our latest Asset-Backed Securities (ABS) quarterly update, Aza Teeuwen, Partner and Co-Head of ABS, explains how strong CLO issuance, robust investor demand and tightening spreads have driven a standout year for the European ABS market.

Collateralised loan obligations, or CLOs, have become an increasingly popular asset class within global fixed income.

As the second quarter of 2025 draws to a close, TwentyFour Asset Management’s Elena Rinaldi shares her insights on a period shaped by significant geopolitical and macroeconomic developments.

Aza Teeuwen (Partner, Co-Head of ABS) and Elena Rinaldi (Portfolio Management) hosted a webinar on Wednesday 9 July 2025, where they shared insights into recent trends in global CLOs.

The turbulent start to 2025 has sent many investors seeking alternatives to US assets, but in our view European fixed income can offer more than just diversification.

Während die Zölle den Wirtschaftsausblick erheblich eingetrübt und die Volatilität an den Zinsmärkten erhöht haben, hat die mittlerweile wieder gelockerte Haltung der USA das Vertrauen in die Renditen von Unternehmensanleihen für 2025 wiederhergestellt.

As the first quarter of 2025 concludes, TwentyFour Asset Management’s Pauline Quirin shares her take on the strong performance of the securitisation market and insights for European ABS and Collateralised Loan Obligations (CLOs).

As the fourth quarter of 2024 comes to a close, TwentyFour Asset Management’s Douglas Charleston reflects on the past year’s events and explains why, in his view, the record supply of European ABS and CLOs in 2024 is likely to be matched in 2025.

As the third quarter of 2024 comes to a close, TwentyFour Asset Management's Aza Teeuwen reflects on what this has meant for the Asset-Backed Securities (ABS) team. Not only were volumes across European ABS elevated throughout July and August, we also saw €34 billion in primary issuance – a significant increase from previous years.