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.

Bond Vigilantes

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.       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.

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.       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.

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.       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.

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.       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.

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.       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.

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.       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.

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.       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.

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.     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.

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.     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.

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.       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.

BVTV: Recession or growth ahead?

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.

BVTV: Stocks, bonds and Brazil’s election. Two sides of the same coin

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.

BVTV: What could go right for European banks?

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.

BVTV: 10 years after Lehman, still holding on?

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.

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Bond Vigilantes

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