Author profile

Laura Frost

Investment Director

Years in the bond markets: 15

Specialist subjects: Government and IG credit

Likes: Rugby, skiing, G&Ts

Heroes: Steve Redgrave, Lindsey Vonn, Valegro (the dressage horse)

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…

Watch the video

This week on Bond Vigilantes TV

A couple of special guests joined me for this week’s Bond Vigilantes TV. Tune in and listen to our latest thoughts on:

  1. What’s behind the boom in UK consumer spending?
  2. How M&A activity might fuel Europe’s high yield bond market this year – with Stefan Isaacs and BAML’s Chris Munro.
  3. Why US and European banks might have mixed feelings on Dodd Frank.

 

Watch the video

A wrap up of 2016 bond and currency market performance

Turning back the clock to the first week of 2016, fears of a Chinese slowdown and the Federal Reserve beginning to normalise rates hit stock markets hard. By Valentine’s Day bond yields had fallen to – what was then – all-time lows.  But we hadn’t seen anything yet. Ongoing ECB QE, Brexit, UK QE, novel Japanese monetary policy, president-elect Trump and ECB tapering. In a year of political and …

Read the article