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Playlist: Bond Funds

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2:44
Fasdal: Low yield bonds have outperformed equities
Simon Fasdal
03 February 2016 at 8:25 GMT
3:48
Fasdal: How to trade the year end
Simon Fasdal
06 November 2015 at 8:02 GMT
2:11
Fasdal: Don't write off emerging markets
Simon Fasdal
02 October 2015 at 7:20 GMT
3:43
Fasdal: Fed hike could help emerging markets and here's why
Simon Fasdal
11 September 2015 at 7:16 GMT
2:05
Fasdal: What's next for the bond market
Simon Fasdal
25 August 2015 at 9:34 GMT
3:28
Fasdal: Currency crisis offers opportunities and here's why
Simon Fasdal
21 August 2015 at 6:36 GMT
1:49
Boye: Markets up on Greece optimism
Michael Boye
22 June 2015 at 8:12 GMT
1:38
Fasdal: It's a bloodbath for bunds
Simon Fasdal
03 June 2015 at 14:21 GMT
3:07
Fasdal: What's driving German bund yields up
Simon Fasdal
12 May 2015 at 11:17 GMT
1:40
#SaxoStrats: Energy returns to Abengoa
Michael Boye
29 April 2015 at 13:25 GMT
Video / 21 August 2015 at 6:36 GMT

Fasdal: Currency crisis offers opportunities and here's why

Simon Fasdal
Currencies in emerging markets have been weakening, prompting fears of a wider sell-off in bonds and equities. Saxo's Simon Fasdal says the reason for the panic is a combination of concerns about a US Federal Reserve rate hike and pessimistic outlooks for many EMs. 

He warns that there could be a knock-on effect in European bonds and stocks, as well as the US equity market. But Simon thinks that if there is rate hike soon, the Fed will be extremely dovish.

That could open up opportunities in the bond markets, he says, including emerging markets such as Mexico, India and Brazil. He also believes the euro will strengthen which could encourage the European Central Bank to build what he calls a 'QE2' version. If this happens, Simon says investors should look to European corporate bonds and the high yield sector.
3y
Simon Fasdal Simon Fasdal
China cuts Reserve Ratio and Interest rates !
3y
Simon Fasdal Simon Fasdal
ECB out extremely dovish. Prepare for QE2.

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