Viewpoint

TwentyFour CEO Mark Holman explains how high conviction thinking runs right through the firm’s investment process, and why he believes a concentrated, flexible portfolio is critical to combatting the unique challenges facing fixed income markets today.

TwentyFour Asset Management CEO, Mark Holman, explains how high conviction has been made an integral part of the firm's investment process, and why he is in no doubt this approach can lead to material outperformance over the longer term.

While many credit markets have experienced a significant rebound from the broad spread widening of late 2018, muted primary market activity has meant European ABS spreads have lagged the trend. TwentyFour Asset Management’s Ben Hayward explains why he believes this has created a potentially short-lived relative value opportunity for investors.

With so much going in the markets, we decided to delay our 2019 outlook slightly, in order to meet with as many analysts and strategists as possible and ensure we had time to sensibly comprehend the recent turmoil. Recapping 2018 has not been an enjoyable exercise, but an important one if we are to move ahead with the right lessons and expectations for the coming year.

We hear from the portfolio managers about how their fixed income specialism gives them a unique insight into global bond markets.