Meet Felipe

Felipe Villarroel

Partner, Portfolio Management

18 years investment experience

London

TwentyFour Asset Management LLP

8th Floor, The Monument Building, 11 Monument Street

EC3R 8AF London

United Kingdom

Felipe is a partner at TwentyFour and a member of the Multi-Sector Bond portfolio management team.

He also sits on the Asset Allocation Committee.

A CFA® Charterholder, Felipe holds a degree in Economics and Business Administration from Pontificia Universidad Catolica de Chile and a master’s degree in Finance from London Business School.

Insights

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28 May 2021 TwentyFour Blog

Central Banks Get Ready to Talk Tapering

After unleashing the strongest combined emergency package we have ever seen in 2020, central banks are now entering perhaps the most challenging phase of their COVID-19 response, trying to balance the economic recovery while at the same time having to reassure the markets they can control the threat of runaway inflation.

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25 May 2021 TwentyFour Blog

What Does US Wage Data Say About Inflation?

From our perspective, the potential wage pressures we see make us uncomfortable with 10-year Treasury yields at current levels, despite their significant rise since the start of the year.

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14 May 2021 TwentyFour Blog

What’s Really Going On With US Jobs?

At 8.1m, the number of job openings as of March 31 was the highest it has been since the data series began some 20 years ago.

9 Mar 2021 TwentyFour Blog

Why TIPS Aren’t as Generous as They Seem

In a developed country such as the US, a scenario of rising inflation expectations is usually accompanied by a bear steepening across maturities of the underlying yield curve.

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2 Mar 2021 TwentyFour Blog

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.

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25 Feb 2021 TwentyFour Blog

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’.