TwentyFour Asset Management

Consistency through high conviction

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Mark Holman

Chief Executive Officer TwentyFour Asset Management, Portfolio Manager

TwentyFour Asset Management CEO, Mark Holman, explains how high conviction has been made an integral part of the firm's investment process, and why he is in no doubt this approach can lead to material outperformance over the longer term.

 

Asset Management
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Vontobel Event “A journey through the bond market landscape in 2021”

Over the last few months, the economic cycle has accelerated more rapidly than ever before, to reach mid-cycle within a matter of months. Equally, near-unanimous consensus expectations like the weakening of the US Dollar that we saw at the end of last year have changed direction altogether, whilst an expected tsunami of corporate defaults has failed to materialise. Investors have had to “unfix their thinking” to cope with these rapid changes and rapidly shift their portfolios as the economic situation has developed, and will need to do so again - repeatedly - as further changes emerge as global recovery continues through 2021.

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TwentyFour Asset Management
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Are Fixed Income Bets All Pointing the Same Way?

With investors eyeing economic recovery and stimulus firmly in place, credit spreads look set to break through previous tights in 2021. But what could happen if they do? TwentyFour Asset Management CEO, Mark Holman, explains why he believes portfolio rebalancing will likely be the key strategic decision for fixed income investors this year, and why now is the time to plan for it.

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