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BVTV

BVTV: Stocks, bonds and Brazil’s election. Two sides of the same coin

One 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…

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BVTV: What could go right for European banks?

Veronique 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 …

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BVTV: 10 years after Lehman, still holding on?

Last 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…

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BVTV: Are Europe’s credit markets reflecting Italy’s budget woes?

While investors and the world media focus on Emerging Markets such as Turkey, Brazil and Argentina, Italy’s borrowing costs have been rising to levels not seen since the European sovereign debt crisis. Is this 2011 again? Are Europe’s credit markets reflecting the tensions between Rome and Brussels officials over the country’s deficit? Watch some insights from M&G investment specialist Pilar Ar…

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BVTV: Where has all the volatility gone?

Volatility in the US Treasury market has broken records this summer, reaching lows not seen since the 1960s. This can’t just be attributed to the summer lull, so what has been going on?  In this morning’s episode of BVTV I look at the opposing forces that have been at work, and examine what influence these have had on the US dollar. Inevitably, most answers lead back to president Trump.

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BVTV: EM Corporate debt – indiscriminate sell-off?

Emerging Markets have been battered so far this year, hit by the protracted trade wars, a rising US dollar and the uncertainty in Europe following the Italian election. However, and after sell-off, have values reached attractive levels, especially in the corporate space? Watch some insights from M&G fund manager Charles de Quinsonas. And don’t miss Charles’ blog: EM High Yield: is there value a…

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BVTV: Markets go cold turkey

Market sentiment turned risk-off last week, largely due to the new US sanctions on Russia, which destabilised the ruble, and with the worsening of the situation in Turkey, which sank the lira and hit European lenders to the country. What are these two crises telling us about the state of the global economy? Watch some insights from M&G fund manager Wolfgang Bauer.

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BVTV: What could derail the momentum for US stocks?

Despite investor doubts about its prospects at the end of last year, the US stockmarket has led global equities so far in 2018. What could derail this momentum? And what are the potential effects of tariffs on US stocks? John Weavers, a fund manager in M&G’s equities team joins us to discuss what the impact might be and what could happen going forward to those exposed to China.

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BVTV: Will BoE deliver?

In a busy week for central banks, attention will turn on Thursday to whether the Bank of England finally delivers a 25bp hike, having confounded expectations at its last meeting.

Should this prove the case, what impact will it have on the various parts of the UK bond market? I’m joined this week by Matthew Russell, who shares his thoughts on how a rise will affect markets, and whether sterling …

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BVTV: Demystifying US high yield – what’s driving YTD performance?

While 2018 has been a mixed year for bond investors so far, with many indices posting negative returns, the US high yield market has – perhaps surprisingly – managed to navigate its way through the turbulence. The sector’s intrinsically shorter duration than its investment grade counterpart may explain part of the divergence, but this is only part of the story.

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