Meet Mark

Mark Holman

Partner, Portfolio Management

35 years investment experience

London

TwentyFour Asset Management LLP

8th Floor, The Monument Building, 11 Monument Street

EC3R 8AF London

United Kingdom

Mark is one of the founding partners of TwentyFour Asset Management (TwentyFour) and previously served as the firm’s CEO from 2008 until 2021.

Day-to-day, Mark utilises his 35 years of experience in fixed income markets as a key member of the firm’s Multi-Sector Bond (MSB) team, which manages strategies including the Strategic Income Strategy. He is also a member of TwentyFour’s Asset Allocation Committee.

Before establishing TwentyFour with the firm’s other founding partners, Mark served in several senior roles across asset management and investment banking at Barclays Capital, Lehman Brothers, and Morgan Stanley.

Insights

Credit quality deterioration is inevitable

9 Nov 2022 TwentyFour Blog

Credit quality deterioration is inevitable

Credit metrics will continue to deteriorate in the next year or two, but European high yield bonds in particular are pricing in too severe a downturn, says Mark Holman

Has the UK risk premium gone too far?

14 Oct 2022 TwentyFour Blog

Has the UK risk premium gone too far?

With some UK bank bonds now trading with higher yields than their counterparts in Turkey, Mark Holman questions whether the dumping of UK and sterling assets has gone too far.

Rates volatility not quite over yet

14 Sep 2022 TwentyFour Blog

Rates volatility not quite over yet

With US inflation data once again hammering markets, Mark Holman says that with US Treasury yields likely approaching their peak, a shift in sentiment for risk assets isn’t far away.

Treasuries to stabilise amid aggressive Fed hiking

27 Jun 2022 TwentyFour Blog

Treasuries to stabilise amid aggressive Fed hiking

With Fed rate hikes continuing and the economy progressing into late cycle stages, Mark Holman presents his expectations from the Fed going into the second half of the year and explains why he believes Treasuries can provide the protection investors may need.

What has driven yields higher – rates or credit size

24 May 2022 TwentyFour Blog

What has driven yields higher – rates or credit?

With investors having endured a painful period of rising yields in 2022, Mark Holman looks at whether rates weakness or credit spread widening has been most to blame.

Why inflation risks are still tilted to the upside

7 Apr 2022 TwentyFour Blog

Why inflation risks are still tilted to the upside

With inflation running at 40-year highs in many parts of the world, it is easy to get carried away with making comparisons to the dark economic days of the early 1980s.