BVTV: What a week that was. Powell, US tax reforms, and BoE hike

Bond Vigilantes 06/11/2017  

There was no shortage of topics up for consideration for today’s BVTV: Jerome Powell’s nomination as next Fed chair, further clarity around President Trump’s much touted US tax reform plans,… 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: And you thought Halloween was scary. Risks, rates and Brexit.

Bond Vigilantes 31/10/2017  

This week on BVTV I am joined by Helen Thomas from blondemoney.co.uk. Helen thinks that the market is underestimating the scenarios around Brexit, and believes that a reversal of Brexit… 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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The hunt for emerging market yield is killing covenants

Bond Vigilantes 24/10/2017  

Would you buy a 7-year unsecured bond at 6% yield from a B1/B+ rated Brazilian airline (first time issuer) with well-below-standard credit covenant protection for investors? Many did last week…. 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 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.


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Trump should reappoint Yellen. Also: credit spreads are tight, Tesla, Laffer’s napkin and other stuff.

Bond Vigilantes 18/10/2017  

The Fed Chair choice should be obvious for Trump.  Yellen all the way.  I don’t understand why he would choose Taylor. President Trump is likely to announce his choice for… Read more »

BVTV: What markets make of Europe’s latest political developments

Bond Vigilantes 16/10/2017  

After a couple of months in which central bank policy moves rather than politics have dominated, investors’ attention has recently been pulled back to the political arena. Fund manager Wolfgang… 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 race to be next Fed chair

Bond Vigilantes 09/10/2017  

President Trump is expected to announce his pick for next Fed chair imminently, as Janet Yellen’s term expires in February 2018. Trump being Trump, the outcome is particularly hard 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: 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: What to watch for as the Fed begins balance sheet reduction

Bond Vigilantes 25/09/2017  

In today’s environment of solid, synchronised economic growth and low volatility, it is easy to believe such conditions are well set to continue. Did you know that we are now… 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: 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.


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