Thematic investing

Adapt and thrive

Invest in trends that will shape the world of tomorrow

hero-equities

Equities

As stewards of client capital for more than thirty years, our aim is to provide portfolios driven by pragmatic investment choices.

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hero-fixed-income

Fixed income

Find income with our actively managed strategies, run by our experienced fixed income teams.

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hero-multi-asset

Multi asset

Our experienced multi asset teams manage portfolios to support a broad range of investor needs.

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hero-sustainability

Sustainable investing

What do you believe in?

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Our business

As a reliable partner to our clients, we strive to turn their individual investment plans into a long-term success.

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Insights

Fixed Income Boutique

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Viewpoint Jul 21 2021 by Jim Stahl

Pick up those pennies, and don’t fret the phantom steamroller on the high-yield highway

Love ‘em or hate ‘em, colloquial expressions are part of our daily life. In this Viewpoint, Senior Analyst Jim Stahl reveals his love of plain English and dislike of jargon-led market commentary. With him we “cut to the chase” to get a clear picture of the US high yield market.

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TwentyFour Asset Management

TwentyFour Blog Jul 21 2021 by Mark Holman

Active Investing COVID-19

A More Volatile Summer Ahead

So far, lockdown restrictions have suppressed each wave of the virus; will the competent authorities have the conviction to see this latest wave through without erring on the side of caution once again?

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Fixed Income Boutique

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Market Update Jul 19 2021 by Carlos de Sousa

Sailing through the global tourism recovery in EM fixed income

A country-by-country outlook for EM tourism-dependent countries from EM bonds expert Carlos De Sousa

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TwentyFour Asset Management

Market Update Jul 19 2021 by Graeme Anderson

ESG & Sustainable Investing

ESG Quarterly Update – July 2021

TwentyFour Partner and Chairman Graeme Anderson discusses the firm’s ESG developments during Q2 2021 and presents its plan for the coming months.

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TwentyFour Asset Management

Market Update Jul 16 2021 by Mark Holman

Active Investing COVID-19 Inflation Monetary Policy

Multi-Sector Bond Quarterly Update – July 2021

TwentyFour's CEO, Mark Holman, discusses market conditions in Q2 2021 and provides his outlook for the year ahead.

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TwentyFour Asset Management

TwentyFour Blog Jul 16 2021 by Gordon Shannon

Inflation Monetary Policy

Curb Your QE

Whether the Bank of England halts all purchases in August or merely begins to slow the pace of purchasing later in Q4 this year, by 2022, less technical support will exist for gilts.

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TwentyFour Asset Management

Market Update Jul 15 2021 by Gordon Shannon

COVID-19 Inflation Monetary Policy

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.

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TwentyFour Asset Management

Market Update Jul 15 2021 by Douglas Charleston

COVID-19 Inflation

Asset-Backed Securities Quarterly Update – July 2021

TwentyFour Partner and Portfolio Manager, Douglas Charleston, explains how ABS markets have performed in Q2 2021 and provides his outlook for the year ahead.

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Fixed Income Boutique

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Market Update Jul 13 2021 by Simon Lue-Fong

ESG's return proposition continues to have merit

Recently, ESG investing has caught flak as powerful voices claim that ESG makes an unattractive value proposition to investors. However, none of these views withstand a hard look at reality.

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