After a couple of months in which central bank policy moves rather than politics have dominated, investors’ attention has recently been pulled back to the political arena. Fund manager Wolfgang Bauer joined me this morning to discuss what Austria’s presidential election result, and Catalonia’s unfolding bid for independence from Spain, mean for government bond and credit markets.
Also –would a … Watch the video
President Trump is expected to announce his pick for next Fed chair imminently, as Janet Yellen’s term expires in February 2018. Trump being Trump, the outcome is particularly hard to predict. Jim Leaviss joined me on BVTV today to talk through the leading candidates and what they would mean for financial markets if selected. Watch the video
It’s party conference season in the UK, with the Conservative party conference now underway. All eyes will be on Theresa May and her senior cabinet ministers, as investors try to gauge the latest Brexit developments. Anjulie Rusius, our UK-focussed junior fund manager, has joined me this morning to discuss recent signals coming out from the Bank of England and the government, and what these mea… Watch the video
In today’s environment of solid, synchronised economic growth and low volatility, it is easy to believe such conditions are well set to continue. Did you know that we are now in the third longest bull run in the history of financial markets?
This week on BVTV I look back at the run-up to previous market bubbles and discuss what the Fed’s long-awaited balance sheet reduction announcement could m… Watch the video
Ben Lord, corporate bond fund manager and inflation specialist, joined me in the studio this morning, after a week in which we saw both the UK and US CPI prints surprise to the upside. With some central banks ramping up their hawkish rhetoric in recent weeks, what likelihood of rate hikes are markets now pricing in, and what impact is this having on bond markets? Watch BVTV for Ben’s latest thi… Watch the video
Dr. Wolfgang Bauer, M&G fund manager, helps manage corporate bond and absolute return portfolios. This week on BVTV I ask him:
- What were the key takeaways from the ECB meeting?
- Primary market issuance is picking up again, who has been most active in issuing new debt?
- How will the insurance sector be impacted by the devastating natural disasters that have hit the U.S. in recent weeks?
Hear Wol… Watch the video
The start of September marks the end of summer and the return of most investors to their desks. What were the summer’s most noteworthy events, and did markets react as expected? Tune in as I discuss this, plus some of the big challenges facing markets in the coming months, as volatility likely begins to return after the summer lull. Watch the video
Heated debates about proposals to repeal and replace Obamacare, generic pharmaceuticals feeling the pain of pressures on drug prices and lingering event risk around potential mergers and acquisitions – there are many reasons to take a closer look at the US healthcare sector right now. On my recent research trip to Chicago I discussed these and other topics with Laura Reepmeyer, Managing Directo… Watch the video
James Tomlins, M&G fund manger, helps manage over £5bn in high yield assets. This week on BVTV I ask him:
- What is your outlook for global high yield default rates?
- Is Euro high yield overvalued?
- Will 2017 be a vintage year for US HY returns?
Click on the link to hear James’ views and have a look at some of the cracking charts we’ve put together. Watch the video
This week on BVTV Fund Manager Matt Russell joins in to discuss:
1) Why an interest rate shock could cause carnage in bond markets
2) The duration impact on a credit portfolio
3) Best strategies to hedge against interest rate risk going forward
Tune in for the charts and articles that are making headlines in bond markets.
Watch the video