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Bond Vigilantes

Bond Vigilantes

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Bond Vigilantes
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OVERVIEWEPISODESYOU MAY ALSO LIKE

Latest Episodes

BVTV: 2018 & BVTV, adiós!

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. 2018 will be a year that most investors may want to forget – please watch M&G fund manager Stefan Isaacs review the year and discuss what 2019 might bring.

5 MIN2018 DEC 17
Comments
BVTV: 2018 & BVTV, adiós!

BVTV: Market contradictions

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. Many investors will be willing to see 2018 end soon, given the recent market sell-off. But are asset prices truly reflecting the underlying economic fundamentals? Click here to watch M&G Investment Director Laura Frost challenge some of the present market assumptions.

6 MIN2018 DEC 10
Comments
BVTV: Market contradictions

BVTV: Self-check, how did we do in our 2018 predictions?

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. Almost one year after the first 2018 BVTV episode, M&G Investment Specialist Mario Eisenegger and Fund Manager Wolfgang Bauer meet again to review Wolfgang’s market predictions for this year – watch this short video to find out which ones were right, and which one was painfully wrong.

6 MIN2018 DEC 3
Comments
BVTV: Self-check, how did we do in our 2018 predictions?

BVTV: Cyber Monday opportunities for Value investors

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. Black Friday and Cyber Monday have changed consumer habits around the world. But it is not only consumers seeking bargains – value investors are also on the hunt following the recent market sell-off. Watch M&G credit analyst Stephen Wilson-Smith and Investment Specialist Carlo Putti discuss how recent volatility may have created investment opportunities.

5 MIN2018 NOV 26
Comments
BVTV: Cyber Monday opportunities for Value investors

BVTV: Brexit, potential market reactions

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. Brexit caused a sharp decline in the value of the pound last week and has significantly increased expectations of higher inflation. The next few days could bring further moves – watch M&G fund manager Ben Lord discuss the potential scenarios and outcomes with Bond Vigilantes Editor Elena Moya.

4 MIN2018 NOV 21
Comments
BVTV: Brexit, potential market reactions

BVTV: Life after October’s credit sell-off

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. Following the sell-off across financial markets in October, M&G’s Stefan Isaacs and Pilar Arroyo take stock of where we are in the fixed income markets.

6 MIN2018 NOV 13
Comments
BVTV: Life after October’s credit sell-off

BVTV: Election matters

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. A divided America heads for the polls tomorrow to vote in the US midterms. M&G’s Randeep Somel and Kotaro Miyata discuss the potential election outcomes and their implications for policies and financial markets.

6 MIN2018 NOV 5
Comments
BVTV: Election matters

BVTV: Is luxury out of fashion?

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. The luxury goods sector has lost some of its polish – at least in financial markets. Uncertainty regarding the strength of the Chinese consumer means it is important to be selective. Watch M&G Investment Director Shane Kelly and Global Consumer Analyst Catherine Lock discuss.

7 MIN2018 OCT 29
Comments
BVTV: Is luxury out of fashion?

BVTV: Italian construction, a sector in crisis

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. Italian bond yields have spiked over the past few months, especially after the general election in March. Over this period, corporate bonds have been more resilient than government debt – except in the highly relevant construction sector. Watch M&G’s Carlo Putti and Saul Casadio discuss.

6 MIN2018 OCT 22
Comments
BVTV: Italian construction, a sector in crisis

BVTV: Investors, the highs and lows of investing

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. Tobacco and drinks companies used to be considered very stable, almost quiet industries. Industry players sold products that had no substitutes, and investors would not have to be too worried about negative earnings surprises. That picture seems to have changed now, with new products gaining popularity in the tobacco world and the recent legalisation of cannabis in Canada shaking things up in the drinks world. Watch M&G Investment Specialist Mario Eisenegger and credit analyst Stephen Wilson-Smith discuss the investment implications of the new trend.

5 MIN2018 OCT 15
Comments
BVTV: Investors, the highs and lows of investing

Latest Episodes

BVTV: 2018 & BVTV, adiós!

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. 2018 will be a year that most investors may want to forget – please watch M&G fund manager Stefan Isaacs review the year and discuss what 2019 might bring.

5 MIN2018 DEC 17
Comments
BVTV: 2018 & BVTV, adiós!

BVTV: Market contradictions

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. Many investors will be willing to see 2018 end soon, given the recent market sell-off. But are asset prices truly reflecting the underlying economic fundamentals? Click here to watch M&G Investment Director Laura Frost challenge some of the present market assumptions.

6 MIN2018 DEC 10
Comments
BVTV: Market contradictions

BVTV: Self-check, how did we do in our 2018 predictions?

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. Almost one year after the first 2018 BVTV episode, M&G Investment Specialist Mario Eisenegger and Fund Manager Wolfgang Bauer meet again to review Wolfgang’s market predictions for this year – watch this short video to find out which ones were right, and which one was painfully wrong.

6 MIN2018 DEC 3
Comments
BVTV: Self-check, how did we do in our 2018 predictions?

BVTV: Cyber Monday opportunities for Value investors

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. Black Friday and Cyber Monday have changed consumer habits around the world. But it is not only consumers seeking bargains – value investors are also on the hunt following the recent market sell-off. Watch M&G credit analyst Stephen Wilson-Smith and Investment Specialist Carlo Putti discuss how recent volatility may have created investment opportunities.

5 MIN2018 NOV 26
Comments
BVTV: Cyber Monday opportunities for Value investors

BVTV: Brexit, potential market reactions

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. Brexit caused a sharp decline in the value of the pound last week and has significantly increased expectations of higher inflation. The next few days could bring further moves – watch M&G fund manager Ben Lord discuss the potential scenarios and outcomes with Bond Vigilantes Editor Elena Moya.

4 MIN2018 NOV 21
Comments
BVTV: Brexit, potential market reactions

BVTV: Life after October’s credit sell-off

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. Following the sell-off across financial markets in October, M&G’s Stefan Isaacs and Pilar Arroyo take stock of where we are in the fixed income markets.

6 MIN2018 NOV 13
Comments
BVTV: Life after October’s credit sell-off

BVTV: Election matters

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. A divided America heads for the polls tomorrow to vote in the US midterms. M&G’s Randeep Somel and Kotaro Miyata discuss the potential election outcomes and their implications for policies and financial markets.

6 MIN2018 NOV 5
Comments
BVTV: Election matters

BVTV: Is luxury out of fashion?

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. The luxury goods sector has lost some of its polish – at least in financial markets. Uncertainty regarding the strength of the Chinese consumer means it is important to be selective. Watch M&G Investment Director Shane Kelly and Global Consumer Analyst Catherine Lock discuss.

7 MIN2018 OCT 29
Comments
BVTV: Is luxury out of fashion?

BVTV: Italian construction, a sector in crisis

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. Italian bond yields have spiked over the past few months, especially after the general election in March. Over this period, corporate bonds have been more resilient than government debt – except in the highly relevant construction sector. Watch M&G’s Carlo Putti and Saul Casadio discuss.

6 MIN2018 OCT 22
Comments
BVTV: Italian construction, a sector in crisis

BVTV: Investors, the highs and lows of investing

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. Tobacco and drinks companies used to be considered very stable, almost quiet industries. Industry players sold products that had no substitutes, and investors would not have to be too worried about negative earnings surprises. That picture seems to have changed now, with new products gaining popularity in the tobacco world and the recent legalisation of cannabis in Canada shaking things up in the drinks world. Watch M&G Investment Specialist Mario Eisenegger and credit analyst Stephen Wilson-Smith discuss the investment implications of the new trend.

5 MIN2018 OCT 15
Comments
BVTV: Investors, the highs and lows of investing