Sat, Oct 1, 2016
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. Opalesque Exclusive: BlackRock taps Artivest for alternative investment platform partnership[more]

    Bailey McCann, Opalesque New York: BlackRock will be working with New York-based Artivest to provide a platform for broader distribution of BlackRock alternatives funds. Artivest is a technology-driven alternative investment platform that also offers brokerage services. BlackRock has approximatel

  2. Eden Rock buys Gottex stake in ERG Asset Management[more]

    Matthias Knab, Opalesque: Eden Rock Group announced the purchase of Gottex’s stake in ERG Asset Management and so the firm is now wholly owned by Eden Rock. The two firms established the joint venture in 2011 to focus on providing cost effective solutions to funds holding illiquid investments, as

  3. "Hedge fund industry needs to shrink"[more]

    Komfie Manalo, Opalesque Asia: Writing for CNBC, Josh Brown, creator of The Reformed Broker blog and financial advisor for Ritholtz We

  4. Strategy - Voyager Management wants to invest in smaller hedge funds[more]

    From Valuewalk.com: Voyager Management, a $475 million fund of funds, is looking to downsize the hedge fund’s in which they invest, looking for smaller funds with assets under management that enable the fund to be nimble. The fund is looking for noncorrelation and will consider long / short equity

  5. Asia - Quant hedge funds are China's hot new export, Europe banks return to Korean brokerage market; target debt, alternative products[more]

    Quant hedge funds are China's hot new export From Bloomberg.com: Add China’s quant shops to the list of hedge funds branching out across Asian markets. Quantitative money managers from the world’s second-largest economy are opening offshore funds at a never-before-seen pace, according to