The Bond Report: Recent Episodes
Business Day TV
More than R25-billion of South African debt is traded every day in the multi-trillion rand local debt market. Each week we take a look at what's driving yields and bring you expert analysis of the trends in global bond markets.
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Futuregrowth Asset Management portfolio manager Wikus Furstenberg joins us for more on what's playing out in the bond market space.
Yunus January from Futuregrowth Asset Management joined Business Day TV on the line with more insight on the kind of activity that played out in the fixed income space.
Malcolm Charles from Investec Asset Management joined Business Day TV on the line with more insight on the kind of activity that played out in the fixed income space - with global forces just as much at play as local forces are at this stage.
Jonathan Myerson from Granate Asset Management joined us on the line now with more detail on the kind of activity that played out in todays bond market.
RMB's Fixed Income Specialist Gordon Kerr joins us for more on what's playing out in the bond market space.
James Turp from ABSA Asset Management joined Alishia Seckam in studio for analysis on the activity in the bonds market.
Local bonds were little changed in early trade today. By the close we had the yield on the benchmark R186 fetching 8.695%, from 8.69%. And for the most part The rand and bonds expected to be range-bound, as markets seek fresh catalysts from either the Reserve Bank or inflation data later in the week. We were joined by Jonathan Myerson from Granate Asset Management for more analysis of the activity we are seeing.
Local bonds traded weaker, with the R186 bid at 8.68% from 8.615%.The US 10-year treasury was last seen at 2.87% from 2.8598%. Nedbank analysts pointing to technical analysis showing that a move above a yield of 2.87% would signal a bear move to 3.03%, but underlining the opinion that the 3.12% top will remain intact. We were joined by Yunus January from Futuregrowth Asset Management on the line for more insight into the activity on that front.
Local bonds traded firmer today on the rand's recovery, and following the release of a measured report on SA from ratings agency Moody's - alebit having come with a warning that sustained tightening of financing conditions would further reduce the government's fiscal flexibility. The R186 was last bid at 8.84% from 8.88% and the R207 at 7.52% from 7.56%. The US 10-year treasury - holding pretty steady. We were joined by Kgothatso Nyabela from Ashburton Investments for more on what's playing out in that space.
Local bonds traded much weaker in early trade, with yield on the benchmark R186 rising to 9.18%, its highest point since mid-December, bid at 9.16% by the finish from 9.06% yesterday. while the R207 was bid at 7.80% from 7.74%.
Demand for safe havens saw yield on the 10-year benchmark U.S. Treasury drop to its lowest in more than two weeks, while gold prices edged higher.
Albert Botha from Ashburton Investments joined me in studio.
Rhandzo Mukansi from Futuregrowth Asset Management joins us on the line to take a look at what is unfolding in the Bond Market arena
Malcom Charles from Investec Asset Management joins us for more on what's playing out in the Bond Market space
James Turp from ABSA Asset Management for more on what's playing out the bond market space.
Jonathan Myerson, Head of Fixed Interest at Granate Asset Management joins Alishia in studio to take a look at what's playing out in the bond market space...
South African government bonds traded softer today, in line with the rand, as global bond yields pushed higher. Joining us in studio now to take a closer look at the activity that played out in the fixed income space is Kgothatso Nyabela, Ashburton Investments.
Wikus Furstenberg from Futuregrowth Asset Management provides more detail on what's playing out in the Bond Market space
South African government bonds traded softer today following the rand, which has weakened along with other emerging-market currencies over the past few days. The R186 bid at 8.28% from 8.18% and the R207 at 7.17% from 7.08%. The US 10-year treasury last seen at 2.98% from 2.96% We're joined by James Turp from Absa Asset Management for more on what's playing out on the fixed income scene...
Malcolm Charles from Investec Asset Management joins us for more on what's playing out in the Bond Market scene.
This week on The Bond Report, Malcolm Charles from Investec Asset Management joined Business Day TV for more on what's playing out in the fixed income space.
Rhandzo Mukansi from Futuregrowth Asset Management joined Alishia Seckam for more on what's playing out in the Bond Market space.
Gordon Kerr, fixed income specialist at RMB spoke to Alishia Seckam about the latest bond market activity in anticipation of the reserve bank announcement on Wednesday
Nico Els, fixed income manager at Ashburton Investments spoke to Business Day TV for more on what's playing out in the Bond market space.
Rhandzo Mukansi, Futuregrowth Asset Management spoke to Business Day TV for more on the kind of action that the global and local bond market is seeing at the moment.
Jonathan Myerson, head of fixed interest at Granate Asset Management shares some insight into the latest bond market activity.
Local government bonds were trending weaker on Tuesday, as the market followed a lower rand on mixed reaction to President Cyril Ramaphosa's Cabinet reshuffle.
Gordan Kerr, fixed income specialist at RMB for more on what's playing out in the local and international bond market space.
For more on what's playing out in the bond market space, Alishia Seckam of Business Day TV spoke to Futuregrowth Asset Management's Wikus Furstenberg on the line in Cape Town.
Speaking to Business Day TV on the line from Cape Town is Malcolm Charles, portfolio manager Investec Asset Management for more on the latest bond market news.
Yunus January, Futuregrowth Asset Management takes us through the latest bond market figures.
Taking a look at global and local bond market activity is Jonathan Myerson Head of Fixed Interest at Granate Asset Management
James Turp , Head of Fxed income at ABSA Asset Management takes a look at the current trends in the fixed income market.
Craig Sherman, Credit Porfolio Manager at Ashburton takes us some of the activity playing out in the fixed income space
US treasuries expected to continue to trade in a narrow range as investors watched tax-overhaul plans move through Congress. Joining us on the line now to drill into some of the detail behind the activity that's in play is Rhandzo Mukansi of Futuregrowth Asset Management
Jonathan Myerson from GRANATE Asset Management discusses the trends in the fixed income markets.
Wikus Furstenburg from Futuregrowth Asset Management discusses the trends in the fixed income markets.
Malcolm Charles from Investec Asset Management discusses the trends in the fixed income market.
James Turp from ABSA Asset Management discusses investor appetite for South Africa’s local-currency debt after Treasury holds its biggest auction yet.
Jonathan Myerson from GRANATE Asset Management discusses the trends in the fixed income market.
On the bond report, Nico Els from Ashburton Investments discusses the trends in the fixed income market