Mark Holman

Mark Holman is founding partner and chief executive officer of TwetyFour Asset Management. Mark has 23 years of experience in fixed-income markets, gained in a combination of senior roles in investment banking and asset management. Mark is one of the seven founding partners of TwentyFour and, as a managing partner, is responsible for the overall strategy and direction of the firm. Mark also serves as the firm’s risk manager with responsibility both for independent market risk oversight of the firm’s investment portfolios and maintaining the firm’s risk measurement, management and reporting framework.

Posts from Mark Holman

News

Viewpoint: Help to Buy is not causing a housing bubble

The high level data shows some interesting numbers that might help correct concern from media reports suggesting Help to Buy is contributing to a growing housing bubble. Halifax’s first 1,000 mortgage

Analysis

Prolonged emerging market weakness could derail West

The surprise performer with a day left in the month has turned out to be US Treasuries and other highly correlated “risk off” rates products. The 10 year UST began

Analysis

What to expect from the Fed on QE tapering

Markets have been reacting unconventionally to data releases for a while now, where a positive economic print has been taken badly by the market as the likelihood of earlier tapering

News

Viewpoint: Bank is running the gauntlet on inflation

Currently inflation is very much under control and in fact enjoyed a surprise downward move, with October’s CPI moving from 2.7% down to 2.2%. Additionally, Mr Carney claimed that the

News

What to expect from Co-op on Monday

We have spent a considerable amount of time ahead of this announcement debating the likely outcome for bondholders particularly in light of the recent changes to the Co-op Bank’s initial

Analysis

Europe: Ireland and Portugal are the ones to watch

It has been interesting to follow how the austerity stance has continued to soften, especially since the European Central Bank put its weight behind markets with its (as yet untested)

News

Viewpoint: Europe’s stability threatened by banking authority

The EBA announced that in the forthcoming bank stress tests it would be penalising those banks which continue to rely on the existing long term refinancing operation (LTRO) – the

Analysis

Fed tapering – what’s the likely outcome?

What we do know for sure is that at 19.00 BST there will be an announcement from the Federal Reserve on rate policy and asset purchases. This will be followed

News

Viewpoint: Spike in European corporate defaults

It reported a total of 10 speculative grade defaults during the period totalling €8.7bn, compared to the 12 company defaults in Q1 totalling €2.4bn of debt. However, as it is

News

Viewpoint: US tapering not fully priced into markets yet

The big event is the Federal Reserve Bank’s open market committee meeting which concludes on 18 September. Since Fed chairman Ben Bernanke first introduced the concept of tapering, the Fed’s