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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)

 
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2014: Identifying Favourable Investment Opportunities in Equities and Bonds

Duration: 15:10 

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  • Q1 - What is your base case scenario for global growth in 2014?

    Duration: 01:12  

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  • 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 

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  • 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  

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

    Duration: 00:35 

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

    Duration: 01:25 

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

    Duration: 02:58 

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

    Duration: 01:19 

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  • 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 

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

    Duration: 01:20 

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