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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

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Jan 04 2022 Viewpoint

Changing Lanes: rethinking your credit exposure

High-yield bonds can boost fixed income returns in strong markets but can create a drag for investors in downturns. Strategic income strategies give investors more options, allowing them to switch into lower risk securities to access positive returns whatever the road ahead.

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Dec 09 2021 Outlook

Fixed income 2022: Policy, economy and markets must converge

With 2022 expected to be a more challenging year for markets, in his annual outlook TwentyFour Asset Management CEO Mark Holman explains how he believes investors can avoid some big macro headwinds and still target “sensible fixed income-like returns” next year.

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Dec 09 2021 Outlook

Five questions for bond markets in 2022

TwentyFour Asset Management CEO, Mark Holman, looks at five big questions hanging over fixed income as investors look ahead to 2022.

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Nov 15 2021 Market Update

Why investors shouldn’t neglect the ‘G’ in ESG

With environmental and social factors rightly growing in prominence in the field of ESG, TwentyFour portfolio manager Chris Bowie explains why governance should still matter to bond investors

ABS Quarterly Update – October 2021 Teaser

Oct 26 2021 Market Update

Asset-Backed Securities Quarterly Update – October 2021

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.

Investment Grade Quarterly Update – October 2021 Teaser

Oct 26 2021 Market Update

Short Term Bond Quarterly Update – October 2021

TwentyFour Portfolio Manager, Diana Chiu, discusses how the short term bond strategy has performed in Q3 2021 and provides her outlook for the rest of the year.

Strategic Income Quarterly Update – October 2021 Teaser

Oct 25 2021 Market Update

Strategic Income Quarterly Update – October 2021

TwentyFour Portfolio Manager, Charlene Malik, discusses market conditions in Q3 2021 and provides her outlook for the rest of the year.

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Sep 09 2021 Viewpoint

ESG: What makes 34…our chosen score

In recent months and years we have seen remarkable growth in the number of ESG-focused or sustainable investment strategies being offered by asset managers, a trend that first emerged in the equity market but is now making itself felt in the world of fixed income.

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Sep 09 2021 Viewpoint

Five lessons we’ve learned from sustainable bond investing

Graeme Anderson shares five lessons from sustainable bond investing, including how E and S are catching up to G and why Coca-Cola scores higher than Tesla.

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Sep 09 2021 Viewpoint

Three tips for bond issuers on ESG data

TwentyFour Asset Management’s portfolio management team offer bond issuers three tips on improving their ESG data disclosure, and explain why companies shouldn’t attempt to fool them.

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Sep 02 2021 Viewpoint

Keeping your cool while headlines scream inflation

For bond investors, evidence of rising inflation represents the most resonant market story of 2021. In in his latest article Mark Holman, CEO of TwentyFour Asset Management (a boutique of Vontobel Asset Management), outlines the considerations for bond investors as they navigate credit market during the remainder of 2021.

Jul 26 2021 Market Update

Four Lessons for Bond Investors

If we suppose a bond investor views an upcoming event as a potential threat to their positioning, they may attempt to hedge their portfolio with another position. The event passes, and the hedge works, but to the investor maintaining the hedge seems like a good idea in the aftermath. Do you maintain the position or remove it?