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    No one is buying OATs. Will the ECB?
    No one is buying OATs. Will the ECB?
    French government bonds (OATs) keep on breaking records and psychological barriers, with the latest being 10-year yields smashing through 5% for the first time since 2002 this week.

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Meet Felipe

Felipe Villarroel

Felipe Villarroel

Partner, Portfolio Management

20 years investment experience

London

TwentyFour Asset Management LLP

20 Fenchurch Street 4th floor

EC3M 3BY London

United Kingdom

Felipe is a partner at TwentyFour and a member of the Multi-Sector Bond portfolio management team.

He also sits on the Asset Allocation Committee. 

A CFA® Charterholder, Felipe holds a degree in Economics and Business Administration from Pontificia Universidad Catolica de Chile and a master’s degree in Finance from London Business School.

Related perspectives

Should Italian yields really be more Greek than Spanish?
Jul 30 2018 TwentyFour Blog

Should Italian yields really be more Greek than Spanish?

It’s been nearly five months since the Italian general elections, with the result and the process of forming a coalition government eventually leading to the steepest selloff in BTPs we’ve seen for a long time, and the spread to bunds touching levels not seen since 2013.
Read more
What we are not doing in High Yield
May 08 2018 TwentyFour Blog

What we are not doing in High Yield

We have often started our portfolio discussions with clients this year with what we don’t like in fixed income. Unfortunately the list for 2018 is relatively long and quite large when measured on a market cap basis.
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Fed Minutes and Potential Changes to Mandate
Feb 22 2018 TwentyFour Blog

Fed Minutes and Potential Changes to Mandate

Yesterday the Fed published the minutes of their January FOMC meeting and the message regarding the economy and labour markets continues to be one of strength.
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