Conozca a Felipe

Felipe Villarroel

Partner, Portfolio Management

18 años de experiencia en inversión

Londres

TwentyFour Asset Management LLP

8th Floor, The Monument Building, 11 Monument Street

EC3R 8AF London

Reino Unido

Felipe se incorporó a TwentyFour Asset Management (TwentyFour) en 2011 y es socio y Portfolio Manager del equipo Multi-Sector Bond (MSB), que gestiona estrategias como la estrategia Strategic Income. También es miembro del Comité de Asignación de Activos de TwentyFour, que establece la tendencia general de riesgo de las carteras gestionadas por la entidad.

Antes de pasar a formar parte de TwentyFour, Felipe trabajó como analista de Asset Allocation y Strategy en Celfin Capital en Chile (ahora parte de BTG Pactual Group), donde participó activamente en el desarrollo de la visión estratégica del equipo en materia de macroeconomía global y clases de activos.

Felipe se graduó en la Pontificia Universidad Católica de Chile en Economía y Administración de Empresas y posteriormente obtuvo un máster en Finanzas por la London Business School. Felipe es analista financiero certificado o CFA®.

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Why Europe has jumped ahead of the US for fixed income value

3 Jul 2024 Perspectiva

Por qué Europa ha adelantado a EE. UU. en términos de valor en renta fija

La fuerza que ha demostrado la economía estadounidense a la hora de desafiar cualquier pronóstico ha sido uno de los principales motores de los mercados financieros estos últimos trimestres. Pero a medida que las perspectivas económicas divergen, es en Europa donde vemos el mayor valor relativo dentro de la renta fija actual.

/insights/the-southgate-bond-strategy-no-subs-in-the-second-half

2 Jul 2024 TwentyFour Blog

The Southgate bond strategy – no subs in the second half

For any fixed income investors that follow the England football team, the plan for H2 2024 may feel somewhat familiar – no substitutions in the second half.

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

1 Feb 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

17 Ene 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

14 Dic 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

13 Oct 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.