The Bond Report
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.
Subscribe to this channel
You can subscribe to new audio episodes published on this channel. You can follow updates using the channel's RSS feed, or via other audio platforms you may already be using.
RSS Feed
You can use any RSS feed reader to follow updates, even your browser. We recommend using an application dedicated to listening podcasts for the best experience. iOS users can look at Overcast or Castro. Pocket Casts is also very popular and has both iOS and Android versions. Add the above link to the application to follow this podcast channel.
Signup to iono.fm
Sign up for a free iono.fm user account to start building your playlist of podcast channels. You'll be able to build a personalised RSS feed you can follow or listen with our web player.
13
NOV
The Bond Report - 13 Nov 2018
Futuregrowth Asset Management portfolio manager Wikus Furstenberg joins us for more on what's playing out in the bond market space.
09
OCT
The Bond Report - 09 Oct 2018
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.
02
OCT
The Bond Report - 02 Oct 2018
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.
25
SEP
The Bond Report - 25 Sept 2018
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.
31
JUL
What's playing out in the bond market space
RMB's Fixed Income Specialist Gordon Kerr joins us for more on what's playing out in the bond market space.
24
JUL
Analysis on the activity in the bonds market
James Turp from ABSA Asset Management joined Alishia Seckam in studio for analysis on the activity in the bonds market.
17
JUL
The rand and bonds expected to be range-bound, as markets seek fresh catalysts
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.
10
JUL
Insight into the activity on that front
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.
03
JUL
Kgothatso Nyabela from Ashburton Investments for more on what's playing out in that space
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.
19
JUN
Local bonds traded weaker in early trade
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.
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.
12
JUN
A look at what is unfolding in the Bond Market arena
Rhandzo Mukansi from Futuregrowth Asset Management joins us on the line to take a look at what is unfolding in the Bond Market arena
05
JUN
More on what's playing out in the Bond Market space
Malcom Charles from Investec Asset Management joins us for more on what's playing out in the Bond Market space
