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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 joined TwentyFour Asset Management (TwentyFour) in 2011 and is a partner and portfolio manager in the Multi-Sector Bond (MSB) team, which manages strategies including the Strategic Income Strategy. He is also a member of TwentyFour’s Asset Allocation Committee, which sets the overall risk bias for the firm’s portfolios.

Before joining TwentyFour, Felipe worked as an Asset Allocation and Strategy Analyst at Celfin Capital in Chile - now part of the BTG Pactual Group - where he took an active role in developing the team’s strategic view of the global macro economy and asset classes.

Felipe graduated from Pontificia Universidad Catolica de Chile with a Bachelor’s degree in Economics and Business Administration before obtaining a Master’s in Finance from the London Business School. Felipe is a CFA® Charterholder.

Related perspectives

Why the macro outlook is tilted in fixed income’s favour

Oct 31 2024 Market Update

Why the macro outlook is tilted in fixed income’s favour

With elevated yields and inflation expected to come back to target, we think investors can target a level of real return that was extremely difficult to achieve in the previous cycle.

The cutting cycle begins

Sep 19 2024 TwentyFour Blog

The cutting cycle begins

Uncertainty is over, it was a 50 basis points (bps) move. As we mentioned in our previous blog, the most important take away from the Federal Open Market Committee (FOMC) meeting would be their assessment of the economy.

Fed preview: Look beyond the size of the cut

Sep 17 2024 TwentyFour Blog

Fed preview: Look beyond the size of the cut

While the majority of headlines have concerned whether the Fed will do 25bp or 50bp to kick off its cutting cycle, we think this is only one part of the discussion – and not necessarily the most important one.

Fixed income in strong position with Fed cut a done deal

Aug 22 2024 TwentyFour Blog

Fixed income in strong position with Fed cut a done deal

It feels as though market news hasn’t taken a holiday so far this summer. From the US on Wednesday we got the minutes of the Federal Reserve’s (Fed) July 30-31 policy meeting, and revisions to a whole year of non-farm payrolls (NFP) data from the Bureau of Labour Statistics (BLS).

US inflation makes case for (small) September rate cut

Aug 14 2024 TwentyFour Blog

US inflation makes case for (small) September rate cut

Recent US Consumer Price Index (CPI) inflation data brought good news for investors and central banks.

This strange economic cycle is finally starting to look familiar

Jul 10 2024 TwentyFour Blog

This strange economic cycle is finally starting to look familiar

There is little disagreement among investors and economists that the last few years have been highly unusual in many respects. An inflationary shock in developed markets, one of the fastest rate hiking cycles on record, the worst year in decades for government bonds (2022), and mild recessions with no movement in unemployment are just a few of the dynamics that have strayed from recent norms.