Mon, May 25, 2015
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Opalesque Radio

Q-Eternity?
Radio Feature 75: Robert Schumacher in Conversation with Sona Blessing
 
Wednesday, June 05, 2013

radio Robert Schumacher is Head of US Fixed Income, Strategist/Senior Portfolio Manager with AXA Investment Managers. He has 37 years of capital markets experience, with hands-on experience in sales, trading, management, marketing and investment management of retail and institutional assets.
In this Opalesque Podcast, Rob shares his interpretation and analysis of the Fed’s Monetary Policy Path - its impact on the economy and on other asset classes. Is there an up-side to exiting Quantitative Easing "early"? Is there an exit strategy and why we should be braced for "Q-Eternity"...

 Download this feature as MP3 (13.96 MB)

 
Listen to the complete feature
Q-Eternity?

Duration: 15:14 

 

Or listen to selected sub-features
  • Q1 - What is Quantitative Easing designed to do?

    Duration: 01:03 


  • Q2 - What is your response to the newly included forecast for 2015?
    Do you believe it is the earliest appropriate time for policy actions to move away from Zero Interest Rate Policy?

    Duration: 01:44 


  • Q3 - Could you elaborate on The Three Policy Paths - and their impact on yield?

    Duration: 02:24 


  • Q4 - How has policy affected other asset prices? Is it creating bubbles in other asset classes?

    Duration: 02:57 


  • Q5 - What about a collateral asset bubble?

    Duration: 01:14  


  • Q6 - What in your opinion is the "optimal exit strategy"? Should it be "no exit strategy"?

    Duration: 02:01 


  • Q7 - The Bank of Japan’s announced (April 4, 2013) intention to double the size of its monetary base through open market purchases (est. USD1.43 trillion) may prove to have profound effects on the world's fixed income markets - could you elaborate on what those effects might be? How should an investor look to optimise asset allocation in such an environment?

    Duration: 03:51 



Radio Link
  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Comment - Top hedge fund managers talk about how easy their jobs have gotten, BlackRock to Schroders warn of Argentina’s $20bn bond glut, The 35-year “investment supercycle” is drawing to a close, says Bill Gross, Gundlach: When the Fed starts hiking rates, 'GET OUT' of this asset class[more]

    Top hedge fund managers talk about how easy their jobs have gotten From Businessinsider.com.au: Time was, before the financial crisis hit, corporate boards treated multi-billion dollar hedge fund managers like Jehovah’s Witnesses pounding on their doors and flashing bibles. But no more.

  2. T Rowe's challenge to Dell deal may fuel critics of 'appraisal'[more]

    From Reuters.com: An increasingly popular tactic used by hedge funds and others to extract more money from buyouts could soon face a major courtroom test when a big investor in Dell Inc may argue that it should be paid a higher price for the 2013 acquisition of the PC maker. The strategy, known as "

  3. News Briefs - Ergen says LightSquared plan unfairly favors hedge funds, Why hedge fund managers make good advisory clients, I learned a lot about dad-bros after spending 4 days in Vegas with 2,000 hedge funders[more]

    Ergen says LightSquared plan unfairly favors hedge funds LightSquared Inc.’s bankruptcy plan gives hedge funds that invested in the broadband company a leg up while blocking telecommunications firms from competing with it, a fund owned by Dish Network Corp. Chairman Charles Ergen said in

  4. Opalesque Exclusive: SEC approves proposed changes to Form ADV, '40 Act - comment period to follow[more]

    Bailey McCann, Opalesque New York: Hedge funds and providers of liquid alternatives will want to pay close attention to proposed reforms approved by the SEC yesterday. The changes will require more frequent reporting, as well as a closer look into social media, liquid alternative strategies, and

  5. New market regime has created more dispersion between managers[more]

    Komfie Manalo, Opalesque Asia: The month of April has marked the transition toward a new market regime, Philippe Ferreira, Lyxor AM’s head of research, managed account platform, commented in the May 5's Weekly Briefing. "The first quart