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BVTV

BVTV: What markets make of Europe’s latest political developments

After a couple of months in which central bank policy moves rather than politics have dominated, investors’ attention has recently been pulled back to the political arena. Fund manager Wolfgang Bauer joined me this morning to discuss what Austria’s presidential election result, and Catalonia’s unfolding bid for independence from Spain, mean for government bond and credit markets.

Also –would a …

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BVTV: Are the Brexit bears getting less bearish?

It’s party conference season in the UK, with the Conservative party conference now underway. All eyes will be on Theresa May and her senior cabinet ministers, as investors try to gauge the latest Brexit developments. Anjulie Rusius, our UK-focussed junior fund manager, has joined me this morning to discuss recent signals coming out from the Bank of England and the government, and what these mea…

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BVTV: What to watch for as the Fed begins balance sheet reduction

In today’s environment of solid, synchronised economic growth and low volatility, it is easy to believe such conditions are well set to continue. Did you know that we are now in the third longest bull run in the history of financial markets?

This week on BVTV I look back at the run-up to previous market bubbles and discuss what the Fed’s long-awaited balance sheet reduction announcement could m…

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BVTV: Inflation surprises and central bank dilemmas

Ben Lord, corporate bond fund manager and inflation specialist, joined me in the studio this morning, after a week in which we saw both the UK and US CPI prints surprise to the upside. With some central banks ramping up their hawkish rhetoric in recent weeks, what likelihood of rate hikes are markets now pricing in, and what impact is this having on bond markets? Watch BVTV for Ben’s latest thi…

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BVTV: The ECB, primary markets, and the insurance industry

Dr. Wolfgang Bauer, M&G fund manager, helps manage corporate bond and absolute return portfolios. This week on BVTV I ask him:

  1. What were the key takeaways from the ECB meeting?
  2. Primary market issuance is picking up again, who has been most active in issuing new debt?
  3. How will the insurance sector be impacted by the devastating natural disasters that have hit the U.S. in recent weeks?

Hear Wol…

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BVTV: Time for a check-up of the US healthcare sector

Heated debates about proposals to repeal and replace Obamacare, generic pharmaceuticals feeling the pain of pressures on drug prices and lingering event risk around potential mergers and acquisitions – there are many reasons to take a closer look at the US healthcare sector right now. On my recent research trip to Chicago I discussed these and other topics with Laura Reepmeyer, Managing Directo…

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