Author profile

Jim Leaviss

Years in the bond markets: 22

Specialist subjects: Macro economics and fixed interest asset allocation

Likes: Cycling, factory records, dim sum

Heroes: Brian Clough, Morrissey, Neil Armstrong

The M&G Bond Vigilantes Christmas Quiz 2017

Here is the 11th annual Christmas Quiz.  20 questions, and the closing date for entries is midday on Friday 22nd December.  Please email your answers to us at bondteam@bondvigilantes.co.uk.  The winner will get glory, and in lieu of a golden trophy, M&G has donated £500 to Cancer Research UK, through CASCAID.  CASCAID is the UK asset management industry’s effort to raise £2 million for this bri…

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En route to Kilkenomics: a Bond Vigilantes and Episode Blog brainstorming video

I made what is turning into an annual pilgrimage to the brilliant Kilkenomics festival in Kilkenny, Ireland, last weekend, this time along with Eric Lonergan and Tristan Hanson from M&G’s multi-asset fund management team.

En route, we met some clients in Dublin and then took the opportunity to set the world to rights over a pint or two in legendary pub Kehoes. In these three short videos, we sh…

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One year, one hundred climbs. Thanks everyone. CASCAID is well on its way to raising £2 million for Cancer Research UK.

I did it! On 12th November I rode up the 100th and final hill of my challenge, Cheddar Gorge in Somerset.

 

The UK asset management industry has now raised nearly £2 million over the course of this year through CASCAID.  All this money will be going directly to Cancer Research UK.  The target was £1 million, so a huge thanks to all those who have donated to the huge variety of different events…

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Trump should reappoint Yellen. Also: credit spreads are tight, Tesla, Laffer’s napkin and other stuff.

  1. The Fed Chair choice should be obvious for Trump.  Yellen all the way.  I don’t understand why he would choose Taylor.

President Trump is likely to announce his choice for the next Fed Chair by the end of this month.  Whilst current Chair Janet Yellen is still in the running, she has been slipping down the betting over the past few weeks.  There are three good reasons why (from his perspectiv…

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Mexico: a primer. Elections, inflation, the Bank of Mexico, NAFTA and gasoline

I’m just back from a fascinating research trip to Mexico City, to meet with policymakers, bankers, politicians, analysts, pension funds and regulators.  Like many emerging market economies, the Mexican economy has suffered over the past couple of years due to lower commodity prices and weak global demand for goods.  Of course, Mexico has had its own unique challenge with Donald Trump’s election…

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One year, one hundred climbs. 76 down, 24 to go. The end is in sight…

I’m now more than three quarters of the way through my attempt to climb 100 iconic hills, bergs, kops and mountains on my bike in 2017.  It’s been amazing fun so far, and I’ve ridden a huge variety of different types of hill and mountain with some great people.  The hardest?  Well it took me six tries to get up Bristol’s Vale Street, the steepest residential road in the UK – but I was on a stat…

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UK election throws up new uncertainties for markets

The UK has a hung parliament, with Theresa May’s Conservative Party losing seats and likely ending up 8 short of an overall majority.  It looks as if young people voted in large numbers, mainly for Jeremy Corbyn’s Labour Party.  The Conservatives remain the single largest party however, and together with the Conservative-leaning DUP on 10 seats, they will likely form the new government.  The Pr…

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Grave New World by Stephen King. Interview for BVTV, and win a copy of his book.

With the UK’s vote for Brexit, Trump’s election, and the rise of Le Pen in France, it feels as if there is a backlash against the “Washington Consensus” and globalisation.  Stephen King, economic adviser at HSBC has made this the topic of his latest book, “Grave New World: the end of globalisation, the return of history”.

In this short video, the latest in our series of interviews with authors …

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Win 2 members’ tickets for the RHS Chelsea Flower Show sponsored by M&G Investments on Wednesday 24th May. And please donate to Cancer Research UK

I have to be honest here.  Even though we sponsor it, whenever I go to the Chelsea Flower Show I am reminded of bleak Sundays being dragged around garden centres as a child, hoping there is at least a pets section with some rabbits or something in it.  Or some swings.  Nevertheless, many people love flowers and plants.

So, in support of CASCAID, the UK asset management industry’s effort to rais…

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