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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TwentyFour Asset Management
TwentyFour Blog

Sentiment Split in US Bond Market

At any other time, record issuance and record outflows in US investment grade would each be worthy of attention. Given the havoc COVID-19 has wreaked in recent weeks, it would be tempting to write off these milestones occurring in parallel last week as merely the latest quirk of an unprecedented period for bond markets, but the reasons behind this apparent sentiment split are worth keeping an eye on.

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TwentyFour Asset Management
TwentyFour Blog

Bond Market Recovery Will Outpace Equities

In the last two weeks we have seen savage falls in risk assets, but with the unprecedented stimulus and support action taken by policymakers globally, many investors’ minds have inevitably turned to when risk assets might be a buy again. More specifically, given equities are higher beta assets in multi-asset portfolios, when should asset allocators be buying equities again?

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TwentyFour Asset Management
TwentyFour Blog
COVID-19

CLOs: Lessons From The Past

In recent weeks we’ve seen significant sell-offs across all asset classes as investors have been scrambling for liquidity. With most of Europe and the US effectively in lockdown, a recession looks to be inevitable and the question is what this will do to corporates’ ability to service and refinance their outstanding debt, especially for those in the sub-investment grade space.

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