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video

BVTV – a quick look at the week ahead in bond markets

A touch over 60 years ago BBC newsreader, Richard Baker, introduced Britain’s first ever television news bulletin. Richard wasn’t allowed to appear on screen for months, for fear that any inappropriate facial expressions could compromise the truth. Instead, the viewer saw still photos of any events that were deemed news worthy. Of course today BBC News has become a global institution, with news…

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Dr Pippa Malmgren’s “Signals”. Watch our interview with her, and win her latest book.

Here’s the latest in our series of interviews with the authors of interesting and important new books on economics, politics and investing.  In it, Pippa Malmgren – a global strategist and former economics advisor to President George W. Bush – talks about “Signals”, her book about the challenges facing the global economy today both on a state level (China, Russia, the US) and for households.  I…

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Martin Ford’s Rise of the Robots: a short interview. Also win one of 5 copies of his book.

My book of the year in 2015 was The Rise of the Robots by Martin Ford.  I wasn’t alone in liking it; it was the FT McKinsey Business Book of the Year, and set the debate for a year of robotisation stories in financial markets.  Last week we held a Bond Vigilantes x Technology conference here at M&G, with great speeches from Diane Coyle on Digitally Disruptive GDP (are we measuring growth or inf…

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UK politics: “The most difficult election to call in the post war period”

As the old adage goes, markets don’t like uncertainty. And yet in just under two months we have a UK election, about which the only degree of confidence that anybody has is that the UK will have a second successive hung parliament – the key question is whether the UK ends up hung to the left, or to the right, or we get a potentially painful outcome somewhere in between.

So we thought it worthwh…

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US – a video from Chicago. Research trip on the US High Yield market

I recently returned from Chicago after a research trip. We put together a short video to share a few of our findings with the wider world. The mood of most economists, investors and indeed the man on the street was noticeably more upbeat than in Europe. With positive GDP growth, a housing market showing the first signs of stabilisation, if not growth, and – in our opinion – a banking system tha…

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Bond Vigilantes – a new look and feel for 2011

“I used to think if there was reincarnation, I wanted to come back as the president or the pope or a .400 baseball hitter. But now I want to come back as the bond market. You can intimidate everybody.”
James Carville, Clinton administration advisor, 1993

When we started the Bond Vigilantes blog back towards the end of 2006, the world looked pretty different – and even the term “bond vigilantes”…

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Europe – It’s The Final Countdown

There were echoes of August 2008 for a few hours last week.  The yield spread on 10 year Spanish, Belgian and Italian government bonds over German government bonds spiked to a euro era record, while the cost of insuring Portuguese and Irish government bonds against default also hit a record high.  Greece has already become a zombie sovereign, and is being kept alive with a cash drip from the EU…

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A Bond Vigilantes video from Mumbai, and some competition winners

I was in India earlier this month to have two days of meetings with company CEOs (thanks very much to UBS’s Ranjit Hosangady, an M&G alum, for organising).  The link below takes you to a short video that I filmed there, with some thoughts about India’s potential as a global player.  In short, demographically India is in the sweet spot for double digit GDP growth for decades to come.  But sticky…

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