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: 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: 2018 YTD – meeting consensus expectations?

As we have now reached the halfway point of 2018, it seems like a good occasion to take stock and see whether the year has lived up to consensus expectations so far. With more news surprises and volatility so far than in 2017, how do the market’s predictions for which asset classes would perform best look today? Watch the latest episode of BVTV as I review year-to-date returns and look at why t…

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