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Meet Felipe

Felipe Villarroel

Partner, Portfolio Management

17 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

‘Let’s be honest, this is a good economy’: the Fed’s comments unpicked

Feb 01 2024 TwentyFour Blog

‘Let’s be honest, this is a good economy’: the Fed’s comments unpicked

Yesterday was an eventful day for markets. We started off with inflation data in Europe, followed by an earnings release by New York Community Bank that showed large provisions in their commercial real estate loan book, before moving onto the Fed’s Federal Open Market Committee meeting

Rate cuts are coming and so don’t forget about the shape of the curve

Jan 17 2024 TwentyFour Blog

Rate cuts are coming and so don’t forget about the shape of the curve

With most central banks presumably at highs in terms of monetary policy rates during the current cycle, the focus has rightly shifted to the timing of the first cut.

Why the rally means staying in cash could cost you even more

Dec 14 2023 TwentyFour Blog

Why the bond rally means staying in cash could cost you even more

The direction of monetary policy rates going forward is more clear, following the Federal Reserve's release of its new summary of economic projections and the dovish remarks of Jerome Powell.

Examine case research

Oct 13 2023 TwentyFour Blog

Examined: the case for fixed income in a hard or soft landing

Fixed income investors have gone through a stressful few weeks. Since the beginning of September, government bond yields have moved sharply higher, causing spreads to widen and returns to worsen across the board.

Labour markets show encouraging signs of progress

Aug 30 2023 TwentyFour Blog

Labour markets show encouraging signs of progress

Felipe Villarroel takes a look at what progress, if any, has been made in the labour market and how this resonates with the Fed's projection of labour markets easing while not experiencing a major disruption.

Aug 21 2023 Viewpoint

Fixed income opportunities in a soft landing scenario

After a difficult 2022, bonds may be poised for unusually high returns compared to historic averages. And not just in the US -- we see opportunities in European CLOs and RMBS. They offer double digit yields for short-dated debt and look very attractive on a relative value basis compared to domestic credit.