Paul Kim | TwentyFour Asset Management

Paul joined TwentyFour Asset Management (TwentyFour) in May 2019, working as a Credit Analyst in the firm’s Multi-Sector Bond team. Based in the New York office, Paul has over 10 years of experience in fixed income markets with a focus on high yield and distressed debt.

Before joining TwentyFour, Paul held credit analyst positions with Credit Agricole and GMP Securities in New York. He earned his MBA degree from USC’s Marshall School of Business and holds a bachelor’s degree from the University of California, Berkeley. Paul is a CFA® Charterholder.

Insights

US default landscape revisited

7 Jun 2024 TwentyFour Blog

US default landscape revisited

From a US high yield (HY) perspective, the month of May turned out to be one of note – for the first time since December 2022, no US HY defaults were recorded, with not one instance of a bankruptcy filing or a missed interest/principal payment.

What the micro tells us about the macro

13 Nov 2023 TwentyFour Blog

US earnings season: What the micro tells us about the macro

As earnings season ends, we take stock of the latest US results and what it tells us about the health of corporates, the consumer, and the outlook for the broader economy.

What next for US regional banks with rates expected to be higher for longer?

9 Oct 2023 TwentyFour Blog

What next for US regional banks with rates expected to be higher for longer?

As we commence upon earnings season, we will be paying close attention to another round of updates from the US regional banks, particularly within the context of a “higher-for-longer” rate environment. With wider adoption of a soft-landing view, as well as a higher treasury yield backdrop, we explore what implications this has for the US regional banks.

27 Oct 2021 TwentyFour Blog

Supply Chain Reaction Increases Pressure on Fed

With all eyes on November 3 and the Fed’s next move, Paul Kim looks at supply chain disruption in the US and how its cost pressures have shifted the narrative on ‘transitory’ inflation.