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Oil, Iran and global supply chains: Why duration matters for markets
Oil, Iran and global supply chains: Why duration matters for markets
The recent Iran-related escalation in the Middle East has moved beyond a short-term oil shock.
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Professional Investors
The HALO effect
The HALO effect
The case for investing in heavy asset/low obsolescence assets.
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Professional Investors
Exploring sanctions complexity and compliance challenges
Exploring sanctions complexity and compliance challenges
What is the regulatory outlook for the remainder of the year?
Professional Investors
ABS: A portfolio diversifier for volatile times
ABS: A portfolio diversifier for volatile times
With the Middle East conflict clouding the outlook for inflation and interest rates, TwentyFour Asset...
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Professional Investors
Energy self-sufficiency in the age of shocks
Energy self-sufficiency in the age of shocks
The Iran war has again raised the issue of not relying on resources from war zones, but electrification...
Professional Investors
Securitised credit: A new route to portfolio resilience?
Securitised credit: A new route to portfolio resilience?
In a market environment with tighter spreads and geopolitical volatility rising, strategies that are...
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Professional Investors
Europe's new quality growth opportunities
Europe's new quality growth opportunities
As Europe shifts from an economy of ideas to one of tangible assets, opportunities are emerging across...
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Professional Investors
Fixed income flexibility favours investors
Fixed income flexibility favours investors
Amid a tricky investing environment, why should investors look to fixed income?
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Professional Investors
Top of Mind: Next-generation diversifiers for a changing market landscape
Top of Mind: Next-generation diversifiers for a changing market landscape
Which asset classes may help protect portfolios against equity downside and other risks?
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Professional Investors
Making sense of a cross-asset disconnect
Making sense of a cross-asset disconnect
Oil sends a warning, risk assets shrug, and rates markets price in a more cautious distribution of outcomes....
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Professional Investors
Contemporary alchemy
Contemporary alchemy
What metals are showing their mettle?
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Professional Investors
Reassessing Europe: The case for a multi-asset total return approach
Reassessing Europe: The case for a multi-asset total return approach
Following a prolonged period of being under the radar, Europe is increasingly coming back into global...
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