Sun, Feb 26, 2017
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. Institutional investors plan to raise allocations to alternative assets in 2017[more]

    Komfie Manalo, Opalesque Asia: A survey by Context Summits Miami showed that nearly 72% of institutional investors and family offices plan to raise their allocations to alternative asset managers this year, suggesting continued strong demand for the industry. "As many large, brand name f

  2. Comment - Mortgages, mergers and hedge fund fees, Fairholme's Berkowitz responds to court ruling against hedge fund suits of Fannie Mae[more]

    Mortgages, mergers and hedge fund fees From Bloomberg.com: Yesterday the U.S. Court of Appeals for the D.C. Circuit handed down an odd decision in a lawsuit over the government's nationalization of Fannie Mae and Freddie Mac. The key issue is what's called the "Third Amendment," the 2012

  3. Investing - Hedge funds continue to chase the herd in record Momentum wager, Marshall Wace bets grocer Sainsbury may need rights offering, Hedge fund net exposure has started to retreat, David Tepper's Appaloosa fund makes a huge buy, The 10,000-mile journey to Short Australia, Skeptical hedge fund investors grill Evan Spiegel about Snap's I.P.O.[more]

    Hedge funds continue to chase the herd in record Momentum wager From Bloomberg.com: Hedge funds can't get enough of momentum - even if it means embracing an investing strategy they hate. Loosely defined as betting on shares that went up the fastest over the preceding nine-to-12 months, h

  4. Opalesque Exclusive: Swiss investors take fund seeding and acceleration into their own hands[more]

    Benedicte Gravrand, Opalesque Geneva: Banque Bonhote, a 200-year old Swiss private bank, last year launched a community of investors - heads of Swiss family and advisory offices and wealth managers - with the aim of co-investing in the kind of managers they wanted to invest in, either by way of s

  5. K2 Advisors : Why We Like Activist Hedge Fund Strategies and Some Thoughts on Alpha[more]

    Matthias Knab, Opalesque: Rob Christian, Senior Managing Director, Head of Research K2 Advisors, Franklin Templeton Solutions, writes on Harvest Exchange: When d