Author profile

Laura Frost

Investment Director

Years in the bond markets: 12

Specialist subjects: Government and IG credit

Likes: Rugby, skiing, G&Ts

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

BVTV: Are the Brexit bears getting less bearish?

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…

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BVTV: Have bonds and equities decoupled, and can both be right?

This week, Ritu Vohora, investment director in M&G’s equities team, joined me on the BVTV sofa to discuss the curious case of the de-correlation between equities and bond yields. Why are stocks and bonds both rising at the same time, and which market is giving the true outlook for the global economy?

Also this week: is Venezuelan debt in a death spiral? And what to watch out for in the markets….

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BVTV: Trump, Temer … and the I-word

Join me, Laura Frost, on BVTV to discuss the political uncertainty surrounding the Trump presidency and Brazilian leader Michel Temer.

  1. We look at the effect on the bond and currency markets following a period of historically low volatility.
  2. The week saw European bumper issuance following the French election.
  3. And what to look out for this week, including the M&G Chelsea Flower Show.

 

 

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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…

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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.

 

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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 …

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