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TwentyFour Multi-Asset Credit Strategy

The Multi-Asset Credit (MAC) strategy aims to provide an attractive level of income along with an opportunity for capital growth. The strategy is managed on an active, unconstrained basis, allocating to different regions, countries and sectors as economic conditions change, seeking the optimum mix of credit assets to maximise returns right across the market cycle.

Portfolio Management

Eoin Walsh

Eoin Walsh

Partner, Portfolio Management

David Norris

Partner, Head of US Credit

Paul Kim

Paul Kim

Portfolio Management

Danny Zaid

Portfolio Management

Insights

Jan 19 2023 Market Update

Strategic Income Quarterly Update – January 2023

A member of our Multi-Sector Bond discusses market conditions in Q4 2022.

Short Term Bond Quarterly Update – January 2023

Jan 19 2023 Market Update

Short Term Bond Quarterly Update – January 2023

TwentyFour Portfolio Manager, Jack Daley, discusses how the short term bond strategy has performed in Q4 2022 and provides his outlook for the new year.

Asset-Backed Securities Quarterly Update – January 2023

Jan 19 2023 Market Update

Asset-Backed Securities Quarterly Update – January 2023

TwentyFour Partner and Portfolio Manager, Douglas Charleston, describes the developments of the ABS market in Q4 2022.

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Jan 19 2023 Viewpoint

European ABS 2023: Enjoy the income, embrace the transparency

While European ABS was not immune to negative returns amid the considerable fixed income headwinds of 2022, it gave investors largely what they look to this allocation for – lower volatility and better performance than mainstream bonds. In our view, the forward-looking opportunity looks equally compelling.

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Dec 06 2022 Outlook

Fixed Income 2023: A return to returns

In TwentyFour Asset Management’s annual fixed income outlook, Eoin Walsh says that with rates now offering both yield and downside mitigation, and credit yields at near-decade highs, fixed income investors could enjoy strong returns in 2023.

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Nov 23 2022 Viewpoint

Are short term bonds the ‘best game in town’?

With investors caught between inflation and recession, TwentyFour Asset Management’s Chris Bowie argues current valuations in short term, investment grade bonds can offer portfolios both downside protection and attractive yields.

Asset-Backed Securities Quarterly Update – October 2022

Oct 14 2022 Market Update

Asset-Backed Securities Quarterly Update – October 2022

TwentyFour Partner and Portfolio Manager, Douglas Charleston, explains how ABS markets have performed in Q3 2022 and provides his outlook for the rest of the year.

Strategic Income Quarterly Update – October 2022

Oct 14 2022 Market Update

Strategic Income Quarterly Update – October 2022

George Curtis looks at market conditions in the third quarter of 2022.

Short Term Bond Quarterly Update – October 2022

Oct 14 2022 Market Update

Short Term Bond Quarterly Update – October 2022

TwentyFour Portfolio Manager, Johnathan Owen, explains how investment grade markets have performed in Q3 2022.

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Sep 29 2022 Viewpoint

Elusive rates stability would be turning point for fixed income

With central banks speeding though their hiking cycles, a return to rates stability could allow investors to reap the rewards of bond yields that are unusually high for this point in the cycle.

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Sep 21 2022 Market Update

The macro outlook has changed significantly – Is a recession upon us?

Partner and portfolio manager, Eoin Walsh, delivered the keynote address at the TwentyFour Fixed Income Conference in London on September 13.

Strategic Income Quarterly Update – July 2022 Teaser

Jul 21 2022 Market Update

Strategic Income Quarterly Update – July 2022

Dillon Lancaster reviews the main market drivers in the second quarter of 2022 and explains how the Strategic Income team is tackling today’s environment.