Meet Eoin

Eoin Walsh

Partner, Portfolio Management

24 years investment experience

London

TwentyFour Asset Management LLP

8th Floor, The Monument Building, 11 Monument Street

EC3R 8AF London

United Kingdom

Eoin Walsh is one of the founding partners of TwentyFour Asset Management, and a Portfolio Manager.

Eoin’s main responsibility is managing the firm’s Multi-Sector Bond team and corresponding funds. He also sits on the firm’s Investment Committee.

Eoin has over 23 years of experience in fixed income markets and prior to joining TwentyFour was a portfolio manager at Citigroup Alternative Investments, managing over USD 75bn of fixed income assets.

Insights

How swaps can reduce rates risk as we move towards tightening

TwentyFour Blog 26 Nov 2021 by Eoin Walsh

Europe Monetary Policy UK US

How swaps can reduce rates risk as we move towards tightening

With rising government bond yield curves one of the biggest concerns for fixed income fund managers going into 2022, Eoin Walsh points to interest rate swaps as one option for reducing the rates risk of a portfolio without impacting its credit exposure.

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2021-11-18_mu_thinking-in-3D-credit-investing-through-the-cycle_teaser

Market Update 12 Nov 2021 by Eoin Walsh

Monetary Policy Securitisation

Thinking in 3D: credit investing through the cycle

Eoin Walsh explains how bond investors can use the three dimensions of credit – amount, quality, duration – to help maximise or protect returns through different stages of the economic cycle.

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Did the BoE surprise, or were you just not listening? Teaser

TwentyFour Blog 5 Nov 2021 by Eoin Walsh

Inflation Monetary Policy UK

Did the BoE surprise, or were you just not listening?

So that’s the banks, rates, swaps and currency traders that all apparently got the wrong end of the stick. Explaining how you might arrive at a future monetary policy decision is a challenging and fine balancing act, but as Governor of the Bank of England that is of course one your jobs.

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TwentyFour Blog 1 Nov 2021 by Eoin Walsh

Inflation Monetary Policy

A big week for rates with the BoE centre stage

Following a turbulent week for rates markets, Eoin Walsh outlines what investors can expect as the Bank of England and other central banks meet this week.

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Investor nervousness priced in image size

TwentyFour Blog 14 Oct 2021 by Eoin Walsh

Investor Nervousness Priced In?

Fixed income markets have experienced a reasonable correction over recent weeks and, for higher-yielding indices at least, their first negative period so far this year.

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TwentyFour Blog 15 Sep 2021 by Eoin Walsh

Monetary Policy US

The Conditions for Tapering Already Exist

With ample job openings, inflation well ahead of target, financial conditions that are certainly not tight and strong economic growth, the obvious question is what does the Fed need to see to finally start tapering its asset purchases?

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