Author Archives: Mario Eisenegger

About Mario Eisenegger

Years in the bond markets:
2
Specialist subjects:
Economics and corporate bonds
Likes:
Handball, Oasis, FC Basel
Heroes:
Roger Federer, Quentin Tarantino, Spider-Man

The impact of the technology tantrum on US corporate bond valuations

Bond Vigilantes 17/04/2018  

It is fair to say that markets have become more lively of late. One sector in particular has been the epicentre of revived market volatility – Technology. In the US… 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.


FOLLOW US

BVTV: Geopolitical tensions are back in the headlines – what does this mean for bond investors?

Bond Vigilantes 16/04/2018  

On this week’s BVTV I am joined in the studio by fund manager Dr Wolfgang Bauer and we will be focusing on the recent escalation in geopolitical tensions after the… 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.


FOLLOW US

BVTV: What’s in store for retail?

Bond Vigilantes 19/03/2018  

Toys “R” Us announced last week that it has so far failed to find a buyer or reach a debt restructuring deal, raising the prospect of widespread store closures and… 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.


FOLLOW US

BVTV: 2018 – the year of the bond bear market?

Bond Vigilantes 15/01/2018  

After such a good run for credit spreads in 2017, and a more challenging start to the New Year for government bonds in particular, are we right to be more… 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.


FOLLOW US

Low yield, low quality, weaker covenants

Bond Vigilantes 28/11/2017  

When investing in companies of a lower credit quality, loss given default risk is the key threat that investors have to assess. Consequently, covenant protection is a crucial consideration before… 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.


FOLLOW US

BVTV: the REIT stuff – a bond investor’s guide to Real Estate Investment Trusts

Bond Vigilantes 23/10/2017  

Today I am joined in the studio by M&G credit analyst Othman El Iraki and we will be taking a closer look at an area of the fixed income market… 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.


FOLLOW US

BVTV: Inflation surprises and central bank dilemmas

Bond Vigilantes 18/09/2017  

Ben Lord, corporate bond fund manager and inflation specialist, joined me in the studio this morning, after a week in which we saw both the UK and US CPI prints… 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.


FOLLOW US

BVTV: Oil weakness – threat or opportunity?

Bond Vigilantes 10/07/2017  

As we enter the second half of 2017, one of the biggest themes to emerge recently has been renewed oil price weakness. M&G credit analyst Vladimir Jovkovic joins me this… 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.


FOLLOW US

BVTV: Will the Fed spoil the EM party?

Bond Vigilantes 19/06/2017  

A hiking Fed has caused trouble for Emerging Markets in the past; will history repeat itself? Also, we touch on two things from the Fed meeting that are more interesting… 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.


FOLLOW US