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BVTV

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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BVTV: Trump, Temer … and the I-word

Join me, Laura Frost, on BVTV to discuss the political uncertainty surrounding the Trump presidency and Brazilian leader Michel Temer.

  1. We look at the effect on the bond and currency markets following a period of historically low volatility.
  2. The week saw European bumper issuance following the French election.
  3. And what to look out for this week, including the M&G Chelsea Flower Show.

 

 

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BVTV: Europe’s turn for positive surprises

The 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:

  1. European economic surprises on the rise vs a slowing US
  2. Bank of England Super Thursday: Dovish message but attempts at a hawkish tone
  3. How much is the ECB tightening its corporate bond purchase programm…

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BVTV: Relief rally gets new legs on Macron victory

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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BVTV: The end of the beginning – what to look for as Brexit talks finally get going

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:

  • Gilt markets’ journey since the EU referendum last year
  • What signs we’ll be looking out for from the Bank of England
  • Where to find pockets of value in sterling credi…

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