TwentyFour Strategic Income Strategy

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

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.

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

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.

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.

A member of the Multi-Sector Bond team discusses market conditions in Q3 2021 and provides her outlook for the rest of the year.

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.

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.

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.

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.

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?

TwentyFour's CEO, Mark Holman, discusses market conditions in Q2 2021 and provides his outlook for the year ahead.