Sat, May 28, 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. Performance - Hedge fund ETFs take a battering, Have long-short credit funds delivered?[more]

    Hedge fund ETFs take a battering From ETFStrategy.co.uk: It was a blow for the hedge fund world when Hillary Clinton’s son-in-law Marc Mezvinsky announced he would be closing his Greek-focused fund after it plummeted in value by 90%, just two years after it launched. For passive investor

  2. Ares Capital to buy American Capital in $3.4 billion deal[more]

    From PIOnline.com: Ares Management's business development company Ares Capital Corp. is buying troubled BDC American Capital for $3.43 billion, said a joint news release by the BDCs and another release by Ares Management. Ares Capital Corp.'s assets are expected to grow to about $13.2 billion when t

  3. Launches - Man Group and American Beacon launch new emerging debt fund, Nikko AM launches new Japan equity UCITS fund[more]

    Man Group and American Beacon launch new emerging debt fund American Beacon Advisors, an experienced provider of investment advisory services to institutional and retail markets, launched the American Beacon GLG Total Return Fund today. The Fund became effective May 20. The America

  4. Emerging markets hedge funds perform strongly, but capital base erodes[more]

    Komfie Manalo, Opalesque Asia: Latin American Emerging Markets and Russian hedge funds lead industry gains in the first months of 2016, posting strong performances through April as global and EM equity, commodity and currency markets surged in recent weeks following steep losses to begin the year

  5. Americas - Australian banks sending U.S. hedge funds broke, Ryan Puerto Rico ‘rescue’ bill could be windfall for hedge funds[more]

    Australian banks sending U.S. hedge funds broke From SMH.com.au: US hedge funds are not having the best of years. Profits are hard to find, they're underperforming and the punters are losing patience, withdrawing US$15 billion ($20.8 billion) in the March quarter. They're expected to wit