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BVTV

BVTV: Have bonds and equities decoupled, and can both be right?

This week, Ritu Vohora, investment director in M&G’s equities team, joined me on the BVTV sofa to discuss the curious case of the de-correlation between equities and bond yields. Why are stocks and bonds both rising at the same time, and which market is giving the true outlook for the global economy?

Also this week: is Venezuelan debt in a death spiral? And what to watch out for in the markets….

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BVTV: another car crash for the auto sector

Last week was a particularly busy week in the earnings season calendar, but has sentiment for the auto sector been dampened by the latest revelations in Germany’s Der Spiegel magazine of how car manufacturers colluded over diesel emissions treatment systems?

Wolfgang Bauer joins me for an auto sector special this week on BVTV, where we discuss the latest scandal, plus the impact of the further …

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This week on BVTV

It was just about 3 years ago the market was getting very relaxed about the global economy, asset prices were rich and volatility was very low…then the market sold off. Today it feels like we are back to that situation: a recession seems very unlikely, but can we experience another market correction? In this episode of BVTV we highlight 3 things that could potentially lead to a correction in th…

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BVTV: Oil weakness – threat or opportunity?

As we enter the second half of 2017, one of the biggest themes to emerge recently has been renewed oil price weakness. M&G credit analyst Vladimir Jovkovic joins me this morning on BVTV to discuss what’s driving the latest price falls and what the possible implications may be for the next US high yield investment cycle. Also this morning: a quick recap of how bond markets have performed in the …

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This week on BVTV

Join us on BVTV, where this week we discuss:

  1. Lower oil prices – less of a concern for risk appetite this time around;
  2. BoE: Keep calm and carry on expecting;
  3. Traditional drivers for EUR/USD have broken down –  more Euro strength to come?

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

 

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BVTV: Oil dips, Argentina and the EU-summit

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…

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BVTV: Will the Fed spoil the EM party?

A 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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BVTV: The only certainty is more uncertainty

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…

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