Meet Gary

Gary Kirk

Partner, Portfolio Management

33 years investment experience

London

TwentyFour Asset Management LLP

8th Floor, The Monument Building, 11 Monument Street

EC3R 8AF London

United Kingdom

Gary Kirk is one of the founding partners of TwentyFour Asset Management, and a Portfolio Manager.

He sits on the firm’s Investment Committee, which sets the overall risk bias for the portfolios managed by the firm. Gary’s main responsibility is managing the firm’s Multi-Sector Bond team and corresponding funds.

Gary has over 33 years of experience in fixed income markets gained across a variety of senior roles in asset management and investment banking, including leadership positions at Daiwa Capital, Royal Bank of Canada, CDC and Wachovia Bank.

Insights

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TwentyFour Blog 11 May 2021 by Gary Kirk

Classic Late-cycle Issuance…in Mid-cycle

Markets can often be tricky for investors in May as bond issuers take advantage of a window of opportunity following the Q1 earnings season and ahead of the typical summer lull. This often results in heavy supply in late April and early May, hence the old trader adage of “sell in May and go away”.

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TwentyFour Blog 22 Apr 2021 by Gary Kirk

Credit Suisse Pulls Levers to Shore Up Capital

What is most interesting about the CS situation though is that to us it illustrates the ability of large banks to bolster capital when such events occur, and the range of options they have to do it.

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TwentyFour Blog 14 Apr 2021 by Gary Kirk

Volatility in Rates Eased For Now

This recent stability in the rates curve suggests to us that for now the market is listening to the Fed’s rhetoric and as a result the UST market feels better balanced.

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Market Update 2 Mar 2021 by Gary Kirk Gordon Shannon

Opportunities in Financials

In this virtual session, Partners & Portfolio Managers Gary Kirk & Gordon Shannon will share their views on the current opportunities within financials.

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TwentyFour Blog 12 Jan 2021 by Gary Kirk

Fast Moving Cycle

As we have said many times over the past few months, this cycle is likely to be remembered (among other reasons) as being exceptional for its unprecedented momentum.

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Market Update 7 Jan 2021 by Gary Kirk

More upside in bank capital

Partner and portfolio manager Gary Kirk discusses why he thinks AT1s continue to look attractive in the search for yield.

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