Sharing our convictions

Clear convictions are a prerequisite for investment success. Our convictions are the result of our relentless in-depth analysis and calculations. We share our findings so that clients can invest with conviction too.

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Multi Asset Boutique
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White Paper
COVID-19

Mastering future market uncertainty with modern multi-asset investing

COVID-19 has just rung in the next round of low yields prolonging the balancing act between risk and return for multi-asset investors. While traditional multi-asset strategies might struggle, their modern counterparts are highly adept at delivering on their promises of return generation and capital protection thanks to firm risk control, volatility targeting and unbiased decision-making.

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TwentyFour Asset Management
TwentyFour Blog

Central Bank Liquidity Will Dampen Default Cycle

The European high yield market has shown remarkable resilience in the face of what will likely go down as one of the sharpest and most severe recessions in history. The benchmark iTraxx Xover index (a widely used proxy for Euro HY credit risk) has tightened from an intraday high of 730bp in March to 342bp earlier this week, a retracement of almost 75% from the January lows of approximately 200bp.

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TwentyFour Asset Management
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.

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