Meet Johnathan

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Johnathan Owen

Portfolio Management

4 years investment experience

London

TwentyFour Asset Management LLP

8th Floor, The Monument Building, 11 Monument Street

EC3R 8AF London

United Kingdom

Johnathan joined TwentyFour in 2018 as a member of the Investment Grade team in a portfolio management role and his primary responsibilities is the management of the firm's Short Term Bond Strategy focusing on absolute return, as well as its Corporate Bond Strategy. Johnathan is also a member of the firm's ESG Committee.

Before joining TwentyFour, Johnathan completed an internship at Baillie Gifford and spent 6 months as a Process Engineer with Xodus Group, an Oil and Gas Consultancy. A graduate of the University of Edinburgh, Johnathan holds a Master’s Degree in Chemical Engineering.

Insights

Reasons to be constructive on extension risk

TwentyFour Blog | Read | 4 min 15 Nov 2022 by Johnathan Owen

Reasons to be constructive on extension risk

Telefonica’s reopening of the corporate hybrid market is further evidence that large issuers with proven track records and strong financials will call their bonds even if it looks uneconomic to do so, says Johnathan Owen.

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TwentyFour Blog | Read | 3 min 1 Nov 2022 by Johnathan Owen

UK risk premium looks too steep with stability restored

With Rishi Sunak and Jeremy Hunt leading a more fiscally conservative UK government, Johnathan Owen checks in on sterling asset valuations and argues the UK premium is overcompensating for underlying risks.

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Investment Grade Quarterly Update – October 2022

Market Update | Watch | 6 min 14 Oct 2022 by Johnathan Owen

Investment Grade Quarterly Update – October 2022

TwentyFour Portfolio Manager, Johnathan Owen, explains how investment grade markets have performed in Q3 2022.

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Why are high break-evens attractive for investors

Market Update | Watch | 3 min 13 Sep 2022 by Johnathan Owen

Why are high break-evens attractive for investors?

Johnathan Owen explains why bonds with high break-even yields can be attractive for investors, and looks at two examples of UK companies with high break-evens.

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Buy now while spreads last

TwentyFour Blog | Read | 5 min 14 Jul 2022 by Johnathan Owen

Buy now while spreads last

With corporate bond spreads having risen to not far short of crisis levels, Johnathan Owen argues the 4%-plus yields on offer in short dated investment grade are an attractive entry point for investors that might not be around for long.

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Can investment grade be a safe harbour in stormy markets?

TwentyFour Blog | Read | 3 min 28 Jun 2022 by Johnathan Owen

Can investment grade be a safe harbour in stormy markets?

At this stage in the economic cycle investors may need to think about ways to protect their portfolios while providing strong relative value. Johnathan Owen explains why short dated investment grade can offer exactly that in his latest blog.

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