Sat, Apr 30, 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. Hedge funds see $14.3bn outflows in Q1, CTAs and multi-strategy lead net inflows[more]

    Komfie Manalo, Opalesque Asia: The hedge fund industry saw net outflows of investor capital in the first quarter of the year, totaling $14.3bn, data from Preqin showed. This continues from the $8.9bn overall net outflows that funds recorded in Q4

  2. Third Point calls Q1 "catastrophic" for hedge funds[more]

    Bailey McCann, Opalesque New York: The first quarter of this year was rocky for hedge funds based on aggregate performance from the industry, but now we are beginning to hear what the managers thought of it as quarterly letters make their way to investors. Dan Loeb, CEO of New York-based $17 bill

  3. Asia - Stabilization of China's capital outflows may hinge on Janet Yellen, Fink says China to do well this year as bubble threat postponed, Chinese hedge fund to invest in India’s infrastructure[more]

    Stabilization of China's capital outflows may hinge on Janet Yellen From Bloomberg.com: Whether China’s recent stabilization of its currency and capital outflows continues -- or downside pressure reignites -- may hinge in large part on Janet Yellen. If the Federal Reserve chair sticks to

  4. …And Finally - After all, judges are human too[more]

    From Newsoftheweird.com: In March, one District of Columbia government administrative law judge was charged with misdemeanor assault on another. Judge Sharon Goodie said she wanted to give Judge Joan Davenport some files, but Davenport, in her office, would not answer the door. Goodie said once the

  5. Comment - Unmasking the men behind Zero Hedge, Wall Street's renegade blog[more]

    From Bloomberg.com: Colin Lokey, also known as "Tyler Durden," is breaking the first rule of Fight Club: You do not talk about Fight Club. He’s also breaking the second rule of Fight Club. (See the first rule.) After more than a year writing for the financial website Zero Hedge under the n