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 videoFollowing 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 videoA 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 videoThe 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 videoItalian 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 videoTobacco 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…
Watch the videoSovereign bond markets sold off last week, following strong US data. However, Friday’s US jobs report showed that hiring cooled down in September more than expected – a point that markets seemed to ignore as Treasuries continued to sell off. Is it a growing US economy that we have ahead? Or should we expect growth to be challenged by higher rates and rising oil prices? Watch M&G’s portfolio man…
Watch the videoOne candidate has been stabbed and a former potential one is in prison. It is not a movie but the run up to a general election in the world’s eighth largest economy, and one that can set the mode for Emerging Markets afterwards. What are the polls telling us and how could bond and stock markets react? Watch M&G Fixed Income and Equity investment specialists Pilar Arroyo and Robert Secker discus…
Watch the videoVeronique Chapplow and Ed Booth
Ten years after the collapse of Lehman Brothers, US banks have gone from strength to strength whilst European banks have been losing ground and are trapped with low returns. Ed Booth, banking analyst at M&G’s equities team, talks to Investment Specialist Veronique Chapplow to discuss why US banks have become attractive earnings compounders and why their European …
Watch the videoLast Saturday marked exactly 10 years since Lehman Brothers went bust. Are we still suffering the consequences of the Global Financial Crisis that followed? Had the crisis not occurred, would we have today’s political uncertainty? Watch M&G fund manager Wolfgang Bauer and Investment Director Ana Gil discuss how the clash between growth and political risk are driving markets today, and what oppo…
Watch the videoPlease note the content on this website is for Investment Professionals only and should be shared responsibly. No other persons should rely on the information contained within this website.