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 funds

Insights

Labour markets show encouraging signs of progress

30 Aug 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.

21 Aug 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.

Savings ratios diverging dynamics

4 Aug 2023 TwentyFour Blog

Diverging dynamics in savings ratios

As governments around the world provided support in various manners during the pandemic, savings ratios increased to levels that were twice as large as the previous all time highs in some countries. Felipe Villarroel takes a look at some countries' spending vs savings monthly data patterns and lays out what he thinks this means for fixed income investors.

PMIs Below Expectations in Europe and the UK

24 Jul 2023 TwentyFour Blog

PMIs below expectations in Europe and the UK

Felipe Villarroel looks at the preliminary numbers for July PMI Manufacturing and PMI Services data, and how from a markets point of view, he thinks volatility will remain in place while both rates and spreads should trade in a range as we await for more clarity on whether inflation will allow Central Banks to pause and the extent of the slowdown in H2, particularly considering August is looming.

Soft landing narrative taking hold

18 Jul 2023 TwentyFour Blog

Soft landing narrative taking hold

What sort of landing will the global economy experience? With the recent release of the US CPI report, inflation has been on a downward trend and the resilient activity data has continued to surprise many. This report has acted as a trigger of sorts for increasing calls for a soft landing.

A busy week ahead for central banks

12 Jun 2023 TwentyFour Blog

A busy week ahead for central banks

What can we expect from central banks this week? Felipe Villarroel looks at how recent CPI prints in the Eurozone and in the United States are expected to influence upcoming central bank monetary policy decisions.