Video

Playlist: Ukraine

Show less
3:16
Hansen: Twin trading tracks for oil and gas
Ole Hansen
27 February 2015 at 13:53 GMT
1:21
Berger: Facebook not invited to equities rally
Serge Berger
16 February 2015 at 7:56 GMT
2:28
Beecroft: Sterling set to strengthen against euro
Nick Beecroft
28 January 2015 at 11:17 GMT
0:53
Russia defaults again - Outrageous Predictions for 2015
Steen Jakobsen
09 December 2014 at 23:05 GMT
1:17
Where in the world: Unearthing investment opportunities
Alex Forrest Whiting
18 November 2014 at 10:48 GMT
1:17
Lambert: Trading the Dax as it approaches all time highs
Clive Lambert - FuturesTechs
04 September 2014 at 6:58 GMT
3:11
Ukraine 'ceasefire process' opens up new trading fronts
John J Hardy
03 September 2014 at 12:08 GMT
3:05
Hansen: The cost of conflict in commodities
Ole Hansen
29 August 2014 at 13:22 GMT
2:05
Whatever happened to the yen?
Ian Coleman - First 4 Trading
29 August 2014 at 12:01 GMT
1:09
O'Hare: Targeting all time highs in German bunds
Steve O'Hare - First 4 Trading
29 August 2014 at 7:41 GMT
2:09
Jarman: Time to take a step back from equities?
Michael Jarman
27 August 2014 at 14:57 GMT
2:47
Reasons to stay bullish as German confidence plummets
Peter Garnry
12 August 2014 at 13:58 GMT
2:51
How to trade oil and gold as geopolitical risks rise
Ole Hansen
08 August 2014 at 13:10 GMT
Video / 24 March 2015 at 9:32 GMT

Fasdal: Risky Russia and Brazilian bonds - hunting for global returns

Simon Fasdal
The ECB’s QE programme is driving bond yields down to all-time lows in most of Europe. So where can investors with an appetite for risk go hunting for the big returns? Brazil and Russia may be two choice destinations, according to Saxo Bank’s Simon Fasdal.

Commodity prices, political uncertainty and the prospect of the US Federal Reserve hiking interest rates are all factors driving up Brazilian bond yields. This makes them an attractive asset for investors to diversify part of their portfolio into, says Simon Fasdal, who is Head of Fixed Income Trading.

Russia likewise is a victim of low oil prices. In addition to that, Russia continues to be locked in a face-off with the West over Ukraine and the Russian economy is in recession. This is driving up Russian bond yields to a level, where they become “extremely” attractive for investors, says Simon Fasdal.

As markets expect relations between Russia and the West to be strained for the rest of year, any improvement in relations in the short-term may very well trigger a rally in Russian assets, he adds.

Relevant articles for you

Disclaimer

The Saxo Bank Group entities each provide execution-only service and access to Tradingfloor.com permitting a person to view and/or use content available on or via the website is not intended to and does not change or expand on this. Such access and use are at all times subject to (i) The Terms of Use; (ii) Full Disclaimer; (iii) The Risk Warning; (iv) the Rules of Engagement and (v) Notices applying to Tradingfloor.com and/or its content in addition (where relevant) to the terms governing the use of hyperlinks on the website of a member of the Saxo Bank Group by which access to Tradingfloor.com is gained. Such content is therefore provided as no more than information. In particular no advice is intended to be provided or to be relied on as provided nor endorsed by any Saxo Bank Group entity; nor is it to be construed as solicitation or an incentive provided to subscribe for or sell or purchase any financial instrument. All trading or investments you make must be pursuant to your own unprompted and informed self-directed decision. As such no Saxo Bank Group entity will have or be liable for any losses that you may sustain as a result of any investment decision made in reliance on information which is available on Tradingfloor.com or as a result of the use of the Tradingfloor.com. Orders given and trades effected are deemed intended to be given or effected for the account of the customer with the Saxo Bank Group entity operating in the jurisdiction in which the customer resides and/or with whom the customer opened and maintains his/her trading account. When trading through Tradingfloor.com your contracting Saxo Bank Group entity will be the counterparty to any trading entered into by you. Tradingfloor.com does not contain (and should not be construed as containing) financial, investment, tax or trading advice or advice of any sort offered, recommended or endorsed by Saxo Bank Group and should not be construed as a record of ourtrading prices, or as an offer, incentive or solicitation for the subscription, sale or purchase in any financial instrument. To the extent that any content is construed as investment research, you must note and accept that the content was not intended to and has not been prepared in accordance with legal requirements designed to promote the independence of investment research and as such, would be considered as a marketing communication under relevant laws. Please read our disclaimers:
- Notification on Non-Independent Invetment Research
- Full disclaimer
- 沪ICP备13028953号-1

Check your inbox for a mail from us to fully activate your profile. No mail? Have us re-send your verification mail