For investment professionals only. Not for onward distribution. Issued by M&G Securities Limited and M&G International Investments Ltd. Both are authorised and regulated by the Financial Conduct Authority in the UK. Please see Bondvigilantes.com for further information.

 

 

 

Sovereign bond markets sold off last week, following strong US data. However, Friday’s US jobs report showed that hiring cooled down in September more than expected – a point that markets seemed to ignore as Treasuries continued to sell off. Is it a growing US economy that we have ahead? Or should we expect growth to be challenged by higher rates and rising oil prices? Watch M&G’s portfolio manager Eric Lonergan and macro specialist Stuart Canning discuss about it.

For investment professionals only. Not for onward distribution. Issued by M&G Securities Limited and M&G International Investments Ltd. Both are authorised and regulated by the Financial Conduct Authority in the UK. Please see Bondvigilantes.com for further information.

 

 

 

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 discuss potential outcomes.

For investment professionals only. Not for onward distribution. Issued by M&G Securities Limited and M&G International Investments Ltd. Both are authorised and regulated by the Financial Conduct Authority in the UK. Please see Bondvigilantes.com for further information.

 

 

Ten years after the collapse of Lehman Brothers, US banks have gone from strength to strength whilst European banks have been losing ground and are trapped with low returns. Ed Booth, banking analyst at M&G’s equities team, talks to Investment Specialist Veronique Chapplow to discuss why US banks have become attractive earnings compounders and why their European counterparts might benefit from Europe being earlier in the cycle.

For investment professionals only. Not for onward distribution. Issued by M&G Securities Limited and M&G International Investments Ltd. Both are authorised and regulated by the Financial Conduct Authority in the UK. Please see Bondvigilantes.com for further information.

 

 

Last Saturday marked exactly 10 years since Lehman Brothers went bust. Are we still suffering the consequences of the Global Financial Crisis that followed? Had the crisis not occurred, would we have today’s political uncertainty? Watch M&G fund manager Wolfgang Bauer and Investment Director Ana Gil discuss how the clash between growth and political risk are driving markets today, and what opportunities such dynamic might present.

For investment professionals only. Not for onward distribution. Issued by M&G Securities Limited and M&G International Investments Ltd. Both are authorised and regulated by the Financial Conduct Authority in the UK. Please see Bondvigilantes.com for further information.

 

 

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 Arroyo.

For investment professionals only. Not for onward distribution. Issued by M&G Securities Limited and M&G International Investments Ltd. Both are authorised and regulated by the Financial Conduct Authority in the UK. Please see Bondvigilantes.com for further information.

 

Volatility in the US Treasury market has broken records this summer, reaching lows not seen since the 1960s. This can’t just be attributed to the summer lull, so what has been going on?  In this morning’s episode of BVTV I look at the opposing forces that have been at work, and examine what influence these have had on the US dollar. Inevitably, most answers lead back to president Trump.

For investment professionals only. Not for onward distribution. Issued by M&G Securities Limited and M&G International Investments Ltd. Both are authorised and regulated by the Financial Conduct Authority in the UK. Please see Bondvigilantes.com for further information.

 

 

Emerging Markets have been battered so far this year, hit by the protracted trade wars, a rising US dollar and the uncertainty in Europe following the Italian election. However, and after sell-off, have values reached attractive levels, especially in the corporate space?

For investment professionals only. Not for onward distribution. Issued by M&G Securities Limited and M&G International Investments Ltd. Both are authorised and regulated by the Financial Conduct Authority in the UK. Please see Bondvigilantes.com for further information.

 

 

 

Market sentiment turned risk-off last week, largely due to the new US sanctions on Russia, which destabilised the ruble, and with the worsening of the situation in Turkey, which sank the lira and hit European lenders to the country. What are these two crises telling us about the state of the global economy? Watch some insights from M&G fund manager Wolfgang Bauer.

For investment professionals only. Not for onward distribution. Issued by M&G Securities Limited and M&G International Investments Ltd. Both are authorised and regulated by the Financial Conduct Authority in the UK. Please see Bondvigilantes.com for further information.

 

 

Despite investor doubts about its prospects at the end of last year, the US stockmarket has led global equities so far in 2018. What could derail this momentum? And what are the potential effects of tariffs on US stocks? John Weavers, a fund manager in M&G’s equities team joins us to discuss what the impact might be and what could happen going forward to those exposed to China.

For investment professionals only. Not for onward distribution. Issued by M&G Securities Limited and M&G International Investments Ltd. Both are authorised and regulated by the Financial Conduct Authority in the UK. Please see Bondvigilantes.com for further information.

 

 

In a busy week for central banks, attention will turn on Thursday to whether the Bank of England finally delivers a 25bp hike, having confounded expectations at its last meeting.

Should this prove the case, what impact will it have on the various parts of the UK bond market? I’m joined this week by Matthew Russell, who shares his thoughts on how a rise will affect markets, and whether sterling credit is properly reflecting concerns around Brexit.