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Securitisation

TwentyFour Blog: Record issuance shows growing appeal of Australian ABS
17 Mar 2025 TwentyFour Blog

Record issuance shows growing appeal of Australian ABS

Following the introduction of the European Union’s securitisation regulations in 2013, the Australian securitisation market initially lagged behind in aligning with European investors’ standards. Over the past decade, however, the market has undergone significant changes and recent record issuance shows investors are increasingly seeing the opportunity in Australian ABS.
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CLO popularity growing but secondary could offer better value
28 Jan 2025 TwentyFour Blog

CLO popularity growing but secondary could offer better value

It has been two weeks since the primary market for collateralised loan obligations (CLOs) re-opened and 2025 has already proven to be quite a year from multiple angles.
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Fixed Income 2025: Yields trump possibility of spread correction
10 Dec 2024 TwentyFour Blog

Fixed Income 2025: Yields trump possibility of spread correction

With a macro backdrop of falling rates and solid global growth, TwentyFour Asset Management's Eoin Walsh says fixed income investors can expect healthy total returns in 2025.
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A difference of opinion in US and European CLOs
9 Dec 2024 TwentyFour Blog

A difference of opinion in US and European CLOs

Last week, members of TwentyFour’s asset-backed securities (ABS) portfolio management team were in Dana Point, California for the Opal Group CLO Summit, an annual event with over 2,000 participants made up of investors, bankers, CLO managers, service providers and lawyers.
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Can we complain about ABS supply?
2 Sep 2024 TwentyFour Blog

Can we complain about ABS supply?

The start of the school year ordinarily also marks the end of summer for the primary bond markets as issuance restarts, though this year feels rather different.
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Volkswagen’s ESG drive hits a bump in the road
23 Jan 2024 TwentyFour Blog

Volkswagen’s ESG drive hits a bump in the road

Within the European ABS landscape, Volkswagen Leasing has solidified its role as a benchmark issuer under the Volkswagen Compartment Leasing (VCL) platform. Volkswagen uses this platform – with over 25 years of history – to finance standard German auto loans. It is probably one of the least exciting platforms but also one of the most liquid ABS investments you can buy.
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Beyond The Subprime Crisis: Decrypting the European and US RMBS Markets
20 Dec 2023 TwentyFour Blog

Beyond The Subprime Crisis: Decrypting the European and US RMBS Markets

The tightening of monetary policy has given rise to concerns about the health of mortgage markets due to higher interest rates , leading to questions about the expected resilience of residential mortgage-backed securities (RMBS).
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The Rodney blog 2024: strong returns ahead
7 Dec 2023 TwentyFour Blog

Fixed Income outlook 2024: strong returns ahead

After a horrible year for financial markets in 2022, the macro-outlook for 2023 had a lot of consensus views, with most predicting a much better year ahead, helped by supportive rate cuts from central banks and positive returns from both government bonds and credit.  
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Rainbows from Barca
21 Jun 2023 TwentyFour Blog

Rainbows from Barca

Last week Aza Teeuwen and our ABS team visited the Global ABS conference in Barcelona. One key discussion point in CLOs was around the lack of leveraged loan supply and the resultant sharp slowdown in the primary market
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menu
22 May 2023 TwentyFour Blog

Prime on the menu

Last week saw three UK Prime RMBS deals served up to ABS investors, the most liquid part of the European ABS market. In our latest blog we hear from Douglas Charleston who analyses these recent deals and what it means for this market segment.
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French CMBS deal repaid in full: A beacon of hope for struggling commercial real estate sector
16 May 2023 TwentyFour Blog

French CMBS deal repaid in full: A beacon of hope for struggling commercial real estate sector

Given the current macro environment, Pauline Quirin believes loans with near term maturities provide a useful insight into where risk lie.
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Funding, capital and ABS as financial market stability tool
30 Mar 2023 TwentyFour Blog

Funding, capital and ABS as financial market stability tool

Douglas Charleston looks at the wider implications of recent bank sector volatility and the opportunities it presents for credit investors.
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