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Quality Growth Boutique Viewpoint Mar 04 2021 by Matthew Benkendorf Douglas Bennett Reto Lichtensteiger Positioning Quality Growth as a Core Building Block After a tumultuous 2020, what will the new economic cycle hold for emerging market equities? What is the current pulse of the market and where do our specialists see the greatest alpha opportunities in this asset class? Read more
TwentyFour Asset Management TwentyFour Blog Mar 04 2021 by Douglas Charleston Securitisation Written Out of UKAR Success Last week UK Asset Resolution (UKAR) announced the sale of its final mortgage loan portfolios, bringing to a close a decade long chapter of state ownership. UKAR was set up in 2010 as a ‘bad bank’ primarily charged with housing mortgage loan portfolios from failed lenders Northern Rock and Bradford & Bingley following the global financial crisis. UKAR had assets of £94.7bn at the outset, and has now repaid in full the £48.7bn we understand was borrowed from taxpayers. It is therefore a significant milestone to come full circle from years of scathing headlines in the popular press to the full return of these assets to private hands. Read more
Asset Management Outlook Mar 02 2021 by Dan Scott Investors’ Outlook: A bull run in the Year of the Ox? The Chinese Year of the Rat brought twists and turns worthy of that shrewd animal. Will the Year of the Ox in 2021 bring an equity bull run? With consumers waiting to splash their cash, investors should be reasonably bullish without losing sight of the risks. We favor equities and have upgraded commodities. Read more
Fixed Income Boutique Viewpoint Mar 02 2021 by Mondher Bettaieb Loriot How connectivity benefits corporate bond investors Physically cut off, but more connected than ever – a paradox that is our day-to-day existence now. This trend has performance implications for bonds investing and in this article the Head of Corporate Bonds, Mondher Bettaieb, explains how connectivity and 5G heralds a boon era for corporate bond investors. Read more
TwentyFour Asset Management TwentyFour Blog Mar 02 2021 by Felipe Villarroel US Yield Curve Set To Continue Underperforming In summary things are going quite well, and in this scenario a rise in government bond yields does not necessarily bring about a tightening of financial conditions. Read more
TwentyFour Asset Management TwentyFour Blog Feb 26 2021 by Mark Holman Comprehending The Treasury Move A couple of weeks ago we wrote about Treasuries breaking new ground and the potential for them to go higher as higher inflation expectations gathered pace. Read more
TwentyFour Asset Management TwentyFour Blog Feb 25 2021 by Felipe Villarroel The UK Savings Ratio: How Far Can It Go? The Bank of England have just added to the debate about how much of the recent surge in savings will be deployed in the form of consumption as we return to ‘normality’. Read more
Quality Growth Boutique Market Update Feb 25 2021 by Chul Chang What’s justified and what’s not in the hype over US technology stocks While COVID has been a key source of disruption across multiple facets of our lives, the virus-induced effects have served a useful purpose by accelerating some important business trends that were already underway. We can all agree data proliferation and the continued digitization of the world certainly are not slowing. What's less clear is which companies will benefit. Read more
Quality Growth Boutique Viewpoint Feb 23 2021 by Ben Falcone Ramiz Chelat Jin Zhang Maggie Chau Igor Krutov A Prudent Approach to Navigating Equity Markets in China Chinese equities can offer an exciting and dynamic opportunity, but investors must navigate a complex regulatory environment and quickly changing competitive dynamics. Our research team sheds light on the outlook for e-commerce giant Alibaba, how to approach the A-shares universe and pressing issues investors face in China today. Read more