Asset-Backed Securities Quarterly Update – October 2021
TwentyFour
TwentyFour Partner and Portfolio Manager, Douglas Charleston, explains how ABS markets have performed in Q3 2021 and provides his outlook for the rest of the year.
About the author
About the author
Topics:
Related insights
TwentyFour
Flash Fixed Income: Credit correction coming?
Spread tightening has left some market participants nervous about fixed income valuations going into 2025, but we think the drivers of recent credit performance are unlikely to weaken materially in the coming months.
TwentyFour
Two overlooked economic variables that matter for bonds
With analysts steadily publishing their projections for 2025 (ours are here), the macro variables that tend to get the spotlight are naturally growth and inflation.
TwentyFour
Fixed Income 2025: Yields trump possibility of spread correction
With a macro backdrop of falling rates and solid global growth, TwentyFour Asset Management's Eoin Walsh says fixed income investors can expect healthy total returns in 2025.
TwentyFour
A difference of opinion in US and European CLOs
Last week, members of TwentyFour’s asset-backed securities (ABS) portfolio management team were in Dana Point, California for the Opal Group CLO Summit, an annual event with over 2,000 participants made up of investors, bankers, CLO managers, service providers and lawyers.
TwentyFour
In bank capital, it’s quality over quantity
It is important to understand the historical context behind “global” capital rules, and why they differ for EU and US banks.
TwentyFour
Asset-backed finance (ABF) case study: Qander Consumer Finance
An asset-backed finance (ABF) investment backed by a portfolio of Dutch unsecured consumer loans originated by Qander Consumer Finance.