Oil has entered a bear market, despite OPEC’s ongoing supply reduction of 1.8m barrels/day, which started in January 2017 and is set to continue until March 2018. How are fixed income markets reacting? Also, Argentina has been in the news twice this week: successfully tapping the market for the $2.75bn sale of a 2117 bond, but failing to make MSCI’s upgrade from frontier to emerging markets. Ho…
Watch the videoA hiking Fed has caused trouble for Emerging Markets in the past; will history repeat itself? Also, we touch on two things from the Fed meeting that are more interesting than the actual hike itself.
Tune in for the latest edition of BVTV, where Fund Manager Claudia Calich joined me to discuss how she has positioned her EM debt portfolios for the second half of the year.
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While last week ended with British prime minister Theresa May promising to provide ‘certainty’ after yet another shock election result, for markets, the opposite looks likely to be true. And with the renewed uncertainty of a hung parliament likely to prove unhelpful in upcoming Brexit negotiations, what implications can markets draw for UK growth prospects and the likely direction of gilts? Tun…
Watch the videoAre we seeing the end of the Trump trade and, if so, is the Macron trade the new game in town? Join us for this morning’s BVTV, where Stefan Isaacs and I discussed whether the reflation trade has been superseded by Europe’s ever-improving outlook?
Also: what to watch for on the markets this week.
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Join me, Laura Frost, on BVTV to discuss the political uncertainty surrounding the Trump presidency and Brazilian leader Michel Temer.
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Watch the videoThe Eurovision song contest may be over for another year, but Europe’s capacity to surprise could well continue. Tune in to the latest edition of BVTV, where Anjulie Rusius joined me to discuss:
EU officials are breathing their latest sigh of relief this morning, after French voters opted for centrist candidate Emmanuel Macron over far-right rival Marine Le Pen in yesterday’s second round presidential elections. Markets will now turn their attention to whether the incoming president can assemble a parliamentary majority without the benefit of an established party behind him.
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Watch the videoBond markets are behaving like the Trump reflation trade isn’t going to happen, whilst equities seem to believe in 4% GDP growth 4evah. Today I’m joined by M&G multi-asset fund manager and author Eric Lonergan to discuss Trump’s first hundred days in office, and to think about this seeming disconnect in asset valuations.
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This week it’s the high yield market’s turn under the microscope, as James Tomlins joined me this morning on BVTV. And there was plenty to discuss:
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After a momentous week for the UK last week, Matthew Russell joined me this morning to discuss what the much-anticipated start of Brexit negotiations hold for gilt markets. Tune in to our latest edition of BVTV to hear us discuss:
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