ABS

TwentyFour Asset Management’s Elena Rinaldi reflects on a quarter in which Asset-Backed Securities (ABS) and Collateralised Loan Obligation (CLOs) markets demonstrated resilience despite heightened geopolitical and market volatility.

I Collateralised Loan Obligations (CLO) possono offrire agli investitori in reddito fisso un'interessante combinazione di premio di rendimento, protezione offerta dalla struttura a tasso variabile, diversificazione, protezione strutturale al ribasso e tassi di default storicamente contenuti. Con le modifiche regolamentari europee destinate a ridurre sensibilmente i requisiti patrimoniali sui CLO a inizio 2027, questa classe di attivo merita un esame approfondito.

With the Middle East conflict clouding the outlook for inflation and interest rates, TwentyFour Asset Management’s Doug Charleston explains why asset-backed securities (ABS) could be a valuable diversifier for fixed income investors looking to deal with further volatility.

TwentyFour Asset Management's Aza Teeuwen reflects on a volatile start to 2026, and explains why European ABS continues to provide relative stability over the quarter, particularly in investment grade.

Recent developments involving Federal Reserve (Fed) Chair Jerome Powell have raised fresh questions around central bank independence, the politicisation of monetary policy, and the future of Fed leadership, particularly with his term as Chair due to expire in May 2026.

TwentyFour Asset Management’s Douglas Charleston highlights 2025 as another year in which European ABS delivered solid positive returns over risk-free rates, with lower-than-expected volatility despite ongoing geopolitical uncertainty.

Mentre ci avviciniamo alla fine di un anno che ha visto gli asset rischiosi scrollarsi di dosso le problematiche legate ai dazi statunitensi e le crescenti preoccupazioni sulle valutazioni tecnologiche basate sull'intelligenza artificiale, il team di gestione del portafoglio di TwentyFour Asset Management seleziona le sette domande chiave che, a suo avviso, definiranno il 2026 per gli investitori nel reddito fisso.

The European asset-backed securities (ABS) market, once among the most substantial in global fixed income, has remained subdued since the global financial crisis due to a decade of restrictive regulation.

Watch TwentyFour Asset Management's latest European ABS webinar with Rob Ford and Douglas Charleston to gain a deeper understanding of how regulatory reforms are reshaping the European ABS landscape and fuelling investor demand.

In our latest Asset-Backed Securities (ABS) quarterly update, Aza Teeuwen, Partner and Co-Head of ABS, explains how strong CLO issuance, robust investor demand and tightening spreads have driven a standout year for the European ABS market.

Collateralised loan obligations, or CLOs, have become an increasingly popular asset class within global fixed income.

Il mercato dei finanziamenti asset-backed (ABF), con un valore di USD 5’200 miliardi, rappresenta un’opportunità sempre più interessante per acquisire esposizione a pool di prestiti di elevata qualità e ai rendimenti correlati.