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Dillon Lancaster

Portfolio Management

7 années d'expérience dans le domaine de l'investissement

Londres

TwentyFour Asset Management LLP

8th Floor, The Monument Building, 11 Monument Street

EC3R 8AF London

Royaume-Uni

Dillon a rejoint TwentyFour Asset Management (TwentyFour) début 2018 en tant que membre de l’équipe Multi-Sector Bond (MSB). Sa principale mission consiste à gérer les portefeuilles de la stratégie Strategic Income de l’équipe.

Diplômé de l’Université d’Oxford en 2017, Dillon est titulaire d’un BA (Hons) en politique, philosophie et économie. Avant de rallier TwentyFour, Dillon a effectué des stages chez NS Partners et Baylor Klein.

Insights apparentés

Politics won’t trump data for the Fed

19 juil 2024 TwentyFour Blog

Politics won’t trump data for the Fed

The last few weeks have seen former President Donald Trump establish a lead over current President Joe Biden across polls in the run-up to November’s US election. Even though it is early days and a lot can change before November (including the Democrat candidate), it is worth considering what a second Trump term might mean for the world economy and for fixed income markets.

Global headlines aplenty but trends continue

10 juin 2024 TwentyFour Blog

Global headlines aplenty but trends continue

For the fixed income fanatics amongst us, June was always going to be one for the books with all three of the major central banks meeting, elections, and continued data.

Multi-Sector Bond Quarterly Update – January 2024

26 jan 2024 Market Update

Multi-Sector Bond Quarterly Update – January 2024

Dillon Lancaster provides an update on the recent events which occurred during Q4 2023, highlighting the volatility in the treasury market which dominated the beginning of the fourth quarter, and the turnaround in November, which saw US inflation fall below expectations and labour data weaken.

Sharp move in USTs on Soft Landing

6 oct 2023 TwentyFour Blog

Sharp move in US treasuries led by talk of a soft landing

The last few weeks has seen a sharp move up in long dated Treasuries, since the week of the FOMC meeting in September the US 10 year has moved up 45bp to 4.75% with a brief flirt with 4.90% in the meantime

Banks have done their part – now will markets catch up

2 aoû 2023 TwentyFour Blog

Banks have done their part – now will markets catch up

Bank bonds have been amongst the best performing asset classes in fixed income over the last few months, doing their bit in proving their strength.

Time to extract value from Europe’s bargain bonds

31 jan 2023 Viewpoint

Le temps est venu d’extraire la valeur de la nouvelle prime de crédit de l’Europe

Nous estimons que le crédit européen représente désormais une forte opportunité de valeur à moyen terme que les investisseurs ne peuvent se permettre d’ignorer.