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Meet Dillon

Dillon Lancaster

Portfolio Management

7 years investment experience

London

TwentyFour Asset Management LLP

8th Floor, The Monument Building, 11 Monument Street

EC3R 8AF London

United Kingdom

Dillon joined TwentyFour Asset Management (TwentyFour) in early 2018 as a member of the Multi-Sector Bond (MSB) team. His primary responsibility is the management of the team's Strategic Income Strategy portfolios.

A graduate of Oxford University in 2017, Dillon holds a BA (Hons) in Politics, Philosophy and Economics. Prior to joining TwentyFour, Dillon completed internships at NS Partners and Baylor Klein.

Related perspectives

50 or 75? Across the board - both are live

Aug 31 2022 TwentyFour Blog

50 or 75? Across the board - both are live

Dillon Lancaster evaluates the impact of Powell’s Jackson Hole speech on inflation and why he believes next month is set to be a very important period for central bank meetings.

What is the AT1 market pricing in?

Jul 29 2022 TwentyFour Blog

What is the AT1 market pricing in?

With bank Additional Tier 1 (AT1) bonds broadly trading at a 10% discount to par and many being priced to perpetuity, Dillon Lancaster suggests investors are either missing or ignoring the solid fundamentals on show in Q2 earnings.

Strategic Income Quarterly Update – July 2022 Teaser

Jul 21 2022 Market Update

Strategic Income Quarterly Update – July 2022

Dillon Lancaster reviews the main market drivers in the second quarter of 2022 and explains how the Strategic Income team is tackling today’s environment.

Credit Suisse’s chunky coupon a sign of the times

Jun 20 2022 TwentyFour Blog

Credit Suisse’s chunky coupon a sign of the times

After 18 months of difficult headlines Credit Suisse could ill afford more negative press, and we therefore welcomed its decision to refinance its 7.125% Additional Tier 1 (AT1) bond last week at its first call date.

AT1 issuance offers optimism for credit investors

Jun 01 2022 TwentyFour Blog

AT1 issuance offers optimism for credit investors

The past couple of weeks have seen a flurry of new issuance as rates and credit markets have stabilised, and the European summer lull is approaching fast.

Rationality will win out for AT1s in the real world Teaser

Apr 11 2022 TwentyFour Blog

Rationality will win out for AT1s in the real world

Despite the ECB's recent review bringing some previously debated points surrounding AT1s to the forefront, we believe any changes would create undesired, real-world consequences if implemented.