Meet Gordon

Gordon Shannon

Partner, Portfolio Manager

17 years investment experience

London

TwentyFour Asset Management LLP

8th Floor, The Monument Building, 11 Monument Street

EC3R 8AF London

United Kingdom

Gordon is one of the partners at TwentyFour Asset Management (TwentyFour), having joined in 2015 as a portfolio manager. He has over 17 years of experience in fixed income. Gordon’s main responsibility is as Co-Head of the Investment Grade Business line. Gordon is also a member of the firm’s Investment Committee and ESG steering group.

Prior to joining TwentyFour, Gordon was a portfolio manager at Ignis Asset Management, helping to run £14bn of retail, institutional and insurance portfolios on the firm’s credit desk. Gordon worked at Ignis for 8 years running several euro and sterling corporate bond mandates and became a CFA® Charterholder.

Prior to this, Gordon worked as a Pensions Consultant at Watson Wyatt for 2 years, after graduating from Cambridge University in 2005 with a degree in Economics.

Insights

Stubborn inflation, cheaper gilts

26 May 2023 TwentyFour Blog

Stubborn inflation, cheaper gilts

Following higher than expected inflation data in the UK, Gordon Shannon looks at the knock on effects within the Gilt market and the increased pressure on the Bank of England.

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26 Sep 2022 TwentyFour Blog

UK learns confidence needs communication

With the UK’s mini-Budget sending its currency and bonds into freefall, Gordon Shannon says both the government and the Bank of England need to learn the importance of communication with the markets.

Wave of inflation means companies will sink or swim on pricing power

17 Mar 2022 TwentyFour Blog

Wave of inflation means companies will sink or swim on pricing power

Soaring inflation was already a dominant theme for markets coming into 2022. The sanctions imposed on Russia in response to its invasion of Ukraine have only exacerbated its expected rise, and pushed its expected peak further out.

16 Jul 2021 TwentyFour Blog

Curb Your QE

Whether the Bank of England halts all purchases in August or merely begins to slow the pace of purchasing later in Q4 this year, by 2022, less technical support will exist for gilts.

29 Jun 2021 TwentyFour Blog

Should We Fear the Repo Men?

Given the magnitude of the amounts involved we do think there is potential for some temporary volatility in the US Treasury market as the volumes change. We will be keeping a keen eye on both in the months ahead.

10 Jun 2021 TwentyFour Blog

Why Gilts Are More Vulnerable to Inflation Than Treasuries

We believe UK government bonds are ultimately most vulnerable to a rise in inflation, and the 10-year Gilt currently trading at 0.73% does not come close to compensating for this.