2018 will be a year that most investors may want to forget – please watch M&G fund manager Stefan Isaacs review the year and discuss what 2019 might bring.
Watch the videoBVTV: 2018 & BVTV, adiós!
BVTV: Market contradictions
Many investors will be willing to see 2018 end soon, given the recent market sell-off. But are asset prices truly reflecting the underlying economic fundamentals? Click here to watch M&G Investment Director Laura Frost challenge some of the present market assumptions.
Watch the videoBVTV: Self-check, how did we do in our 2018 predictions?
Almost one year after the first 2018 BVTV episode, M&G Investment Specialist Mario Eisenegger and Fund Manager Wolfgang Bauer meet again to review Wolfgang’s market predictions for this year – watch this short video to find out which ones were right, and which one was painfully wrong.
Watch the videoBVTV: Cyber Monday opportunities for Value investors
Black Friday and Cyber Monday have changed consumer habits around the world. But it is not only consumers seeking bargains – value investors are also on the hunt following the recent market sell-off. Watch M&G credit analyst Stephen Wilson-Smith and Investment Specialist Carlo Putti discuss how recent volatility may have created investment opportunities.
Watch the videoBVTV: Brexit, potential market reactions
Brexit caused a sharp decline in the value of the pound last week and has significantly increased expectations of higher inflation. The next few days could bring further moves – watch M&G fund manager Ben Lord discuss the potential scenarios and outcomes with Bond Vigilantes Editor Elena Moya.
Watch the videoBVTV: Life after October’s credit sell-off
Following the sell-off across financial markets in October, M&G’s Stefan Isaacs and Pilar Arroyo take stock of where we are in the fixed income markets.
Watch the videoBVTV: Election matters
A divided America heads for the polls tomorrow to vote in the US midterms. M&G’s Randeep Somel and Kotaro Miyata discuss the potential election outcomes and their implications for policies and financial markets.
Watch the videoBVTV: Is luxury out of fashion?
The luxury goods sector has lost some of its polish – at least in financial markets. Uncertainty regarding the strength of the Chinese consumer means it is important to be selective. Watch M&G Investment Director Shane Kelly and Global Consumer Analyst Catherine Lock discuss.
Watch the videoBVTV: Italian construction, a sector in crisis
Italian bond yields have spiked over the past few months, especially after the general election in March. Over this period, corporate bonds have been more resilient than government debt – except in the highly relevant construction sector. Watch M&G’s Carlo Putti and Saul Casadio discuss.
Watch the videoBVTV: Investors, the highs and lows of investing
Tobacco and drinks companies used to be considered very stable, almost quiet industries. Industry players sold products that had no substitutes, and investors would not have to be too worried about negative earnings surprises. That picture seems to have changed now, with new products gaining popularity in the tobacco world and the recent legalisation of cannabis in Canada shaking things up in t…
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