Sun, Mar 26, 2017
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 fund liquidations in 2016 surpass 2009 levels, new launches decline[more]

    Benedicte Gravrand, Opalesque Geneva: Even as the hedge fund industry's total assets exceeded the $3tln milestone last year, hedge fund liquidations increased. So much so that 2016 had the highest number of liquidations since 2008, claims the latest HFR Market Microstructure Report, re

  2. Hedge funds find no joy in macro as returns lag Trump rally[more]

    From Gulfnews.com: In 2017, macro hedge funds were expected to shine. So far? Not so much. It's been a far from impressive first two months for funds that trade around macroeconomic events. Discretionary funds rose just 0.3 per cent through February, according to Hedge Fund Research Inc., while the

  3. Strategies - Billionaire investor Marc Lasry shares how he's playing markets right now, Classic models are failing FX hedge funds desperate for return[more]

    Billionaire investor Marc Lasry shares how he's playing markets right now From CNBC.com: Buy on the prospect of deregulation. Sell on the enactment of deregulation. That's the strategy that billionaire investor Marc Lasry is implementing, according to an interview with CNBC in Las Vegas

  4. Opalesque Exclusive: Aberdeen makes the case for the lower mid-market[more]

    Bailey McCann, Opalesque New York: Aberdeen Asset Management has released a new paper focused on lower mid-market private equity. According to the paper, this segment of the private equity market is gaining popularity with private equity investors that are looking for multiple expansion and less

  5. Hedge funds await outcome of French elections, feel pinch on lower oil prices & weak dollar[more]

    Komfie Manalo, Opalesque Asia: Hedge funds felt the pinch of lower oil prices and weak U.S. dollar as the Lyxor Hedge Fund Index was marginally down as of the week ending 14 March, Lyxor Asset Management said in its Weekly Briefing. The Lyxor He