Meet Eoin

Eoin Walsh

Partner, Portfolio Management

25 years investment experience

London

TwentyFour Asset Management LLP

8th Floor, The Monument Building, 11 Monument Street

EC3R 8AF London

United Kingdom

Eoin is one of the founding partners of TwentyFour portfolio manager in the firm's Multi-Sector Bond team, and is a member of the firm’s Executive Committee.

Applying over 24 years of experience in fixed income markets, Eoin's primary responsibility is managing the firm's Multi-Sector Bond team which manages strategies including the Strategic Income Strategy. He also sits on the firm's Executive Committee, which has the overall responsibility for the day to day running of the firm, as well as the Asset Allocation Committee.

Before joining TwentyFour, Eoin was a portfolio manager at Citigroup Alternative Investments, managing over $75 billion of fixed income assets.

Insights

game changer

Market Update | Read | 6 min 29 Sep 2022 by Eoin Walsh

Rates stability would be a game-changer for fixed income

With central banks speeding through their hiking cycles, a return to rates stability (elusive thus far) could allow investors to reap the rewards of bond yields that are unusually high for this point in the cycle.

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Market Update | Watch | 35 min 21 Sep 2022 by Eoin Walsh

The macro outlook has changed significantly – is a recession upon us?

Partner and portfolio manager, Eoin Walsh, delivered the keynote address at the TwentyFour Fixed Income Conference in London on September 13.

Watch now

Abandon all hope ye who enter here size

TwentyFour Blog | Read | 2 min 5 Aug 2022 by Eoin Walsh

"Abandon all hope ye who enter here"

With the Bank of England doling out a double dose of doom on UK inflation and growth on Thursday, Eoin Walsh says it is refreshing for investors to get such a candid assessment from a central bank.

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US bank chiefs still like the consumer

TwentyFour Blog | Read | 3 min 19 Jul 2022 by Eoin Walsh

US bank chiefs still like the consumer

US banks remain bullish about the health of the consumer, but credit spreads are still pricing in not only a recession, but a fairly severe one. Are the banks wrong? Or have credit markets just backed up too far on negative fund flows?

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Widening spreads are not the only consideration for AT1 investors

TwentyFour Blog | Read | 3 min 10 Jun 2022 by Eoin Walsh

Widening spreads are not the only consideration for AT1 investors

Given the widening of spreads in Additional Tier 1 (AT1) bonds, in line with general spread widening across all of credit, the prospect of AT1s not being called on their first call date is beginning to generate a few headlines again.

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Food for thought from the Fed

TwentyFour Blog | Read | 2 min 26 May 2022 by Eoin Walsh

Food for thought from the Fed

The Federal Reserve minutes for meetings held on the 3-4th May were released last night, and for markets that have been beaten up by rates volatility, they provided some interesting takeaways.

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