Wed, Apr 1, 2015
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. Other Voices: Does the hedge fund industry benefit society?[more]

    This article was authored by Don Steinbrugge, Chairman of Agecroft Partners, a US-based global consulting and third party marketing firm for hedge funds. It is no secret that the hedge fund industry is viewed negatively by a la

  2. Private credit comes into focus for investors[more]

    Bailey McCann, Opalesque New York: As investors look for a way out of the low yield/no yield environment, private credit is becoming an increasingly attractive asset class, according to a white paper from Bayshore Capital Advisors. Private credit has grown steadily since the financial crisis as

  3. Other Voices: The role of diversification in CTA portfolios[more]

    2014 brought a resurgence of managed futures strategies, or CTAs, which performed very well as a whole, outperforming all other hedge fund strategies. However, a closer look reveals that there was a wide range of performance, or return dispersion, across managers. The bottom line? Not all CTAs

  4. Neuberger Berman unit buys 20% stake in activist hedge fund Jana Partners for $2bn[more]

    Komfie Manalo, Opalesque Asia: Neuberger Berman’s unit Dyal Capital Partners bought a 20% stake in activist hedge fund firm Jana Partners worth $2bn, WSJ.com reports. The deal comes as activi

  5. Hedge fund launches fall again, $1bn funds found to outperform even smaller hedge funds[more]

    Komfie Manalo, Opalesque Asia: The number of new hedge fund launches fell again in 2014, the third consecutive year of decline, while fund liquidations saw their first drop since 2010, according to the latest HFR Market Microstructure Industry Report released by industry data provider HFR. Acc