Meet Johnathan

Johnathan Owen

Portfolio Management

6 years investment experience

London

TwentyFour Asset Management LLP

8th Floor, The Monument Building, 11 Monument Street

EC3R 8AF London

United Kingdom

Johnathan joined TwentyFour Asset Management (TwentyFour) in 2018 as a member of the Investment Grade team in a portfolio management role and his primary responsibilities is the management of the firm's Short Term Bond Strategy focusing on absolute return, as well as its Corporate Bond Strategy. Johnathan is also a member of the firm's ESG Committee.

Before joining TwentyFour, Johnathan completed an internship at Baillie Gifford and spent 6 months as a Process Engineer with Xodus Group, an Oil and Gas Consultancy. A graduate of the University of Edinburgh, Johnathan holds a Master’s Degree in Chemical Engineering.

Insights

Heimstaden shows rate cuts are reviving real estate

27 Nov 2024 TwentyFour Blog

Heimstaden shows rate cuts are reviving real estate

Real estate, and in particular real estate investment trusts (REITs), was one of the first sectors to come under market scrutiny as interest rates rose, but a strong return to market from Swedish real estate company Heimstaden on Tuesday was the latest sign that expected rate cuts in Europe are easing pressure on the industry.

Engine trouble: VW's struggles reflect Germany’s economic woes

5 Nov 2024 TwentyFour Blog

Engine trouble: VW's struggles reflect Germany’s economic woes

The challenges facing the German economy are well-documented, with growth remaining sluggish and Purchasing Managers' Indexes (PMIs) - a reliable indicator of future economic activity - continuing to point to ongoing struggles in the manufacturing sector.

Thames Water: Government must deploy the life raft

18 Jul 2024 TwentyFour Blog

Thames Water: Government must deploy the life raft

Back in April we looked in detail at the challenges and potential outcomes facing Thames Water, the debt-laden UK utility company battling to avoid government intervention. On the back of a lacklustre set of financial results and being placed into a “turnaround oversight regime” by the regulator Ofwat, Thames Water’s situation took a further turn for the worse last week.

August cut hopes fade despite BoE’s inflation bullseye

19 Jun 2024 TwentyFour Blog

August cut hopes fade despite BoE’s inflation bullseye

The latest UK inflation figures will bring some relief for consumers, but beneath the headline figure the Bank of England’s (BoE) policymakers face a more complex picture that suggests interest rate cuts may still be some way off.

Small miss for Enel, big step for the sector

24 Apr 2024 TwentyFour Blog

Small miss for Enel, big step for the sector

Following yesterday’s release of Italian energy company Enel's 2023 annual sustainability report, it was confirmed that they had failed to meet the emissions reduction key performance indicator (KPI) linked to a number of their sustainability linked bonds (SLBs).

Thames Water – A fluid situation

9 Apr 2024 TwentyFour Blog

Thames Water – A fluid situation

We previously blogged about Thames Water in July last year but it’s rapidly refloated to the top of UK credit market concerns. Following more recent events, where do we think Thames Water go from here?