Sat, Jun 25, 2016
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Opalesque Radio

2014: Identifying Favourable Investment Opportunities in Equities and Bonds
Radio Feature 90: Sona Blessing in conversation with Christina Boeck and Chris Iggo
 
Thursday, January 16, 2014

radio At AXA Investment Managers, Christina Boeck is CIO (Switzerland), Head Solution Strategists Central Europe, and Chris Iggo is CIO, AXA Fixed Income.
In this podcast they share their global market outlook for 2014 and some of their asset allocation picks including a preference for European equities over their U.S. counterparts; small caps; opportunistic emerging market bond investments in for e.g. Nigeria and Eastern Europe, and why an allocation to sovereign bonds such as the Bund could strategically serve as an investment hedge ...

 Download this feature as MP3 (34.70 MB)

 
Listen to the complete feature
2014: Identifying Favourable Investment Opportunities in Equities and Bonds

Duration: 15:10 

 

Or listen to selected sub-features
  • Q1 - What is your base case scenario for global growth in 2014?

    Duration: 01:12  


  • Q2 - What is your asset allocation forecast? For the U.S., Europe, U.K., China, Japan, Emerging Markets - across the short term (3-6 months) and over the next 12 months?

    Duration: 03:06 


  • Q3 - Could you elaborate on how the Fed’s potential tapering path could influence behaviour/performance on the stock markets and influence the VIX?

    Duration: 01:55  


  • Q4 - Where have you identified favourable equity valuations (potential upside) and why?

    Duration: 00:35 


  • Q5 - In which asset classes are you seeing signs of froth - bubble like behaviour?

    Duration: 01:25 


  • Q6 - Could you tell us more about your fixed income outlook for 2014?

    Duration: 02:58 


  • Q7 - Why do you have a preference for European fixed income to that in the U.S.?

    Duration: 01:19 


  • Q8 - Could you share your views on the emergence and performance, and potential of corporate hybrids and their place in the fixed income asset allocation landscape?

    Duration: 01:21 


  • Q9 - What would be the rationale for allocating to sovereign bonds in 2014?

    Duration: 01:20 



Radio Link
  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Opalesque Roundup: Hedge funds shrink as liquidations outpace new launches in Q1: hedge fund news, week 27[more]

    In the week ending 17 May, 2016, HFR said hedge fund liquidations declined narrowly to begin 2016 after rising sharply to conclude 2015, as investors positioned f

  2. Europe - Hedge funds keep powder dry over big Brexit bets, Hedge funds sense profit in Europe shock waves after Brexit vote, Soros warns Brexit may cause pound plunge worse than Black Wednesday, After Brexit: What will happen if Britain votes to leave the UK?[more]

    Hedge funds keep powder dry over big Brexit bets From FT.com: Hedge funds are shying away from big bets on Brexit, with many unwilling to risk further losses having already suffered a painful first half of the year. With the outcome of a UK vote on the country’s membership of the Europea

  3. News Briefs - ’Flash Boys’ get green light to launch stock exchange, Pimco says ‘storm is brewing’ in U.S. commercial real estate, Bankers get ready to rumble at Hedge Fund Fight Night, AIMA Australia celebrates 15th anniversary[more]

    ’Flash Boys’ get green light to launch stock exchange In an investing environment ruled by fast, the newest U.S. public stock exchange is banking on slow. Well, slower. IEX Group, which won Securities and Exchange Commission approval on Friday to go head-to-head with the New York Stock E

  4. Blackstone buys minority stake in New York-based credit hedge fund Marathon[more]

    Benedicte Gravrand, Opalesque Geneva: Blackstone Strategic Capital Holdings Fund, a vehicle managed by Blackstone Alternative Asset Management (BAAM), has acquired a passive, minority interest in Marathon Asset Management, for an undisclosed sum. Based in New York,

  5. Global markets fell, hedge funds gain in mid-June on Brexit, Fed rate concerns[more]

    Komfie Manalo, Opalesque Asia: Global financial markets declined through mid-June, as uncertainty associated with the upcoming Brexit referendum and expected U.S. Fed interest rate hike contributed to increases in volatility across asset classes, data provider