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BVTV

BVTV: A sign of the times – how political risk has become a DM not EM problem

We are kicking off the week with an emerging markets special on BVTV, as I talk all things EM with my equity market colleague Michael Bourke. Tune in to hear us discuss:

  1. What has been driving the positive EM momentum so far this year and what should investors look out for?
  2. Further signs of improving EM fundamentals in 2017
  3. The implications of the shift in political risk away from EM towards DM…

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BV TV: And the Oscar goes to… political risk

We’ve talked before about how important political risk will be in 2017, as French markets have been the latest to discover. Tune in to this week’s edition, where Fund Manager Wolfgang Bauer joins me as we discuss:

  1. What’s the impact of political uncertainty on French OATs?
  2. Is political risk spilling over into the corporate arena: what’s behind the decoupling of European and US credit risk?
  3. Does…

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This week on Bond Vigilantes TV

We used to have bear and bull markets, now we have a “chameleon market” to keep us on our toes.

In this week’s edition we will be joined by Richard Woolnough, Fund Manager.

Tune in and listen to our latest thoughts:

  1. Is the Fed already behind the curve?
  2. The never ending saga of the Eurozone…
  3. Special edition: Richard Woolnough’s insight into the credit markets

 

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This week on Bond Vigilantes TV

A couple of special guests joined me for this week’s Bond Vigilantes TV. Tune in and listen to our latest thoughts on:

  1. What’s behind the boom in UK consumer spending?
  2. How M&A activity might fuel Europe’s high yield bond market this year – with Stefan Isaacs and BAML’s Chris Munro.
  3. Why US and European banks might have mixed feelings on Dodd Frank.

 

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This week on Bond Vigilantes TV

Join us on Bond Vigilantes TV, where this week we discuss:

  1. Sterling – how low might it go?
  2. The curious case of rising US dollar and US Treasury yield correlations;
  3. Corporate bond markets and economic uncertainty;
  4. Euro corporate bond issuance – a sign of things to come?

Tune in for our thoughts on the stories making headlines this week.

 

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