White papers

This video explains how CLOs are structured, how the process works for investors and what protections are in place for bondholders.

This video explains how TwentyFour’s unique ESG integration process works, and how our purpose-built relative value tool, Observatory, allows our portfolio managers to monitor bond issuers’ ESG credentials on a daily basis.

Count the defensive characteristics that make investors interested in global listed infrastructure: enormous pent-up demand; historically stable and predictable cash flows; inflation protected revenues; attractive yields; and the potential for capital appreciation. Our white paper gives you an intro to this attractive asset class.

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.

Our lives have been turned upside down by the pandemic. While much has been written about the shift to digital and its impact, relatively little has been said about the wider long-term changes for investors post coronavirus. We see six challenges facing investors – and the inherent potential.

In this paper , we make the case for incorporating commodities investments into a broader multi asset portfolio by answering the three questions that clients ask us every week: 1. Why commodities? 2. Is there value? 3. How should I invest?

At TwentyFour Asset Management we believe Environmental, Social and Governance (ESG) factors can have an influence on the value of our investments.

Humans enjoy extrapolating past successes into the future – including when it comes to returns on their investments. Accordingly, baby boomers harbor ambitious expectations whereas millennials do not trust investing. Patterns witnessed over 300 years of financial market history explain what matters when it comes to investing in the current climate. The guide to our return estimates reveals the long-term potential of asset classes and our estimation methods.

Residential mortgage-backed securities (RMBS) are an under-utilised asset class for many investors, despite boasting some of the lowest default rates across the global fixed income market and offering higher yields and greater investor protections than vanilla corporate bonds of the same rating.