Author Archives: Laura Frost

BVTV: Then and now

Bond Vigilantes 23/04/2018  

Jim recently updated an old chart from 2007 showing the relationship between a flattening yield curve and credit spread levels. Back then, this classic leading indicator of recessions correctly predicted… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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BVTV: Is it the market – not the Fed – that has been playing catch up?

Bond Vigilantes 26/02/2018  

This morning on BVTV I look at a couple of hot topics we’ve been discussing in recent meetings. Firstly, is it the market rather than the Fed that has been… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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BVTV: What you really need to know about the US tax reforms

Bond Vigilantes 22/01/2018  

While you’ve probably heard about President Trump’s success in pushing through a package of tax reforms – arguably his biggest achievement to date – did you know that its requirement… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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BVTV: World Cup 2018 – the DM v EM showdown

Bond Vigilantes 04/12/2017  

Following on from last Friday’s suspenseful draw for next summer’s World Cup in Russia, we thought it would be a good moment to take a closer look at some of… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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BVTV: Are the Brexit bears getting less bearish?

Bond Vigilantes 02/10/2017  

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… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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

Bond Vigilantes 07/08/2017  

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… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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BVTV: Trump, Temer… and the I-word

Bond Vigilantes 22/05/2017  

Join me, Laura Frost, on BVTV to discuss the political uncertainty surrounding the Trump presidency and Brazilian leader Michel Temer. We look at the effect on the bond and currency… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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BVTV: The end of the beginning – what to look for as Brexit talks finally get going

Bond Vigilantes 03/04/2017  

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… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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This week on Bond Vigilantes TV

Bond Vigilantes 13/02/2017  

A couple of special guests joined me for this week’s Bond Vigilantes TV. Tune in and listen to our latest thoughts on: What’s behind the boom in UK consumer spending?… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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A wrap up of 2016 bond and currency market performance

Bond Vigilantes 09/01/2017  

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… Read more »