Sat, Aug 23, 2014
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. Institutions – Texas Employees sets 2015 tactical plan for alternatives, CalPERS' real estate consultant cautions the pension fund's investment committee, Why Sunsuper likes hedge funds[more]

    Texas Employees sets 2015 tactical plan for alternatives From PIOnline.com: Texas Employees Retirement System will invest in up to four new hedge funds in the next fiscal year, which begins Sept. 1. Trustees approved 2015 tactical investment plans for the hedge fund, private equity and in

  2. Private equity follows hedge funds into reinsurance for long-term capital[more]

    From Artemis.bm: It’s not just hedge funds that are entering the insurance and reinsurance market in search of so-called long-term capital to put to work in their strategies, private equity firms targeting the space are also seeking opportunities to add assets under management. The entry of large pr

  3. North America – New York City’s next hot neighborhoods targeted with property funds[more]

    From Bloomberg.com: New York’s real estate world is filled with tales of ordinary people who bought property decades ago and saw values skyrocket to the millions. Seth Weissman is seeking investors to get in early on the next hot neighborhoods. The veteran of Goldman Sachs Group Inc. and hedge

  4. Investing – George Soros bets $2bn on stock market collapse, Warren Buffett's Berkshire reveals Charter stake, cuts DirecTV, Hedge funds lusting to cash out of MGM, Top hedge fund managers are buying Ally Financial, Hedge funds dumped 5m Herbalife shares in Q2, Paulson & Co hedge fund ups Puerto Rico real estate bet, Netflix Inc., Citigroup Inc, Google Inc are top new picks in Tiger Management’s 13F[more]

    George Soros bets $2bn on stock market collapse From Newsmax.com: Billionaire investor George Soros has increased his financial bet that U.S. stocks will collapse to more than $2 billion. The legendary hedge fund manager has been raising his negative bet on the Standard & Poor's 500 Inde

  5. Investors now net short S&P500 and increased Russell shorts, technicals suggest further selling[more]

    Komfie Manalo, Opalesque Asia: Market Neutral funds increased their market exposure to -1% net short from -6% net short last week, according to Bank of America Merrill Lynch’s Hedge Fund Monitor. The report also added