The OMFIF Podcast
Synopsis: Boris and Brexit, sterling’s freefall, and future Chinese growth

Synopsis: Boris and Brexit, sterling’s freefall, and future Chinese growth

August 16, 2019

In this episode of Synopsis, OMFIF's weekly roundup of news and analysis, Senior Editor Julian Frazer looks back over the most recent articles published on the OMFIF website, featuring pieces on sterling weakness, why a no-deal Brexit is not inevitable, and how China must rethink its growth model. To receive our newsletters, visit https://thinktank.omfif.org/subscribe.

Articles and other items referenced:

Private debt: Too big to ignore  (part 1)

Private debt: Too big to ignore (part 1)

August 13, 2019

Antonella Napolitano, head of investor relations at Deerpath Capital, and Gabriella Kindert, member of the supervisory board at Mizuho Europe, join OMFIF’s Julia Demidova. They discuss the growing investor appetite for private debt, as well as the increasing importance of environmental, social and governance principles.

 

Music: https://www.bensound.com/royalty-free-music

Synopsis: Renminbi slides, foolhardy US Treasury, and radical EMU reform

Synopsis: Renminbi slides, foolhardy US Treasury, and radical EMU reform

August 9, 2019

In this episode of Synopsis, OMFIF's weekly roundup of news and analysis, Senior Editor Julian Frazer looks back over the most recent crop of articles published on the OMFIF website, featuring pieces on the fall of the renminbi past Rmb7 per dollar, the US Treasury's 'foolhardy' accusations against China of currency manipulation, and how the time is ripe for radical reform to European economic and monetary union. To receive our newsletters, visit https://thinktank.omfif.org/subscribe.

Articles referenced:

Music: Hey Mercy by Pierce Murphy is licensed under an Attribution License.

Fed Talk: Were the Federal Reserve rate cuts justified?

Fed Talk: Were the Federal Reserve rate cuts justified?

August 8, 2019

On 31 July, the Federal Reserve cut interest rates for the first time since 2008. Stephen Cecchetti, Rosen family chair in international finance at the Brandeis International Business School, joins Mark Sobel, OMFIF’s US chairman, to discuss the decision. They assess the monetary policy implications of President Donald Trump’s latest announcements on China tariffs and accusation that Beijing is manipulating the renminbi. They also discuss the importance of Fed communication strategies.

 

Stephen Cecchetti’s Money and Banking blog can be found here.

 

Music: https://www.bensound.com/royalty-free-music

How do central banks invest?

How do central banks invest?

August 6, 2019

While public interest in central banks over the past decade has centred on their unconventional monetary policy, important shifts have been taking place with regard to their role as investors and reserves managers. Andrew Wold, head of official institutions client strategy at State Street Global Advisors, discusses the latest OMFIF-State Street Global Advisors research, ‘How do central banks invest?’, with co-authors Elliot Hentov, head of policy research in the global macro & policy research group at State Street Global Advisors, and Danae Kyriakopoulou, chief economist and director of research at OMFIF. Topics include embracing risk in official reserves management, as well as the growing role for central banks as capital market participants.

Music: https://www.bensound.com/royalty-free-music

 
 
Synopsis: Fed rationale, US-German trade wars, and accelerating Islamic finance

Synopsis: Fed rationale, US-German trade wars, and accelerating Islamic finance

August 2, 2019

In the first instalment of Synopsis, OMFIF's weekly roundup of news and analysis, Senior Editor Julian Frazer looks back over the articles recently published on the OMFIF website, focusing on the Federal Reserve, the impending trade dispute between Washington and Berlin, and how the Islamic finance industry can return to meaningful growth. To receive our newsletters, visit https://thinktank.omfif.org/subscribe.

Articles referenced:

Music: Hey Mercy by Pierce Murphy is licensed under an Attribution License.

Libor’s evolution, scandals and future

Libor’s evolution, scandals and future

July 30, 2019

Per the Financial Conduct Authority, the London inter-bank offered rate is due to be phased out by December 2021. Oonagh McDonald, international financial regulatory expert, author and former Labour party politician joins OMFIF’s Ben Rands to discuss its future. They cover what went wrong with Libor, current issues surrounding its branding, and prospects for replacement. They also assess whether banks are prepared for this transition and the potential role of fintech in future benchmarks.

Oonagh McDonald’s latest book is Holding bankers to account: A Decade of Market Manipulation.

Music: https://www.bensound.com/royalty-free-music

Ahead of the ECB

Ahead of the ECB

July 23, 2019

In the latest episode of our ‘Ahead of the ECB’ series, Danae Kyriakopoulou, Chief Economist and Director of Research at OMFIF, is joined by Stefan Gerlach, Chief Economist at EFG Bank and former Deputy Governor at the Central Bank of Ireland, and Frederik Ducrozet, Senior European Economist at Pictet Wealth Management. They discuss the priorities for the ECB and its incoming President Christine Lagarde as the euro enters its third decade, commenting on what potential next instruments the central bank may use in the direction of easing. They also preview what kind of Presidency we may expect from Christine Lagarde and highlight potential challenges in the context of the interplay of monetary policy with other levers such as fiscal policy and structural reforms.

Music: https://www.bensound.com/royalty-free-music

Are financial services prepared for a no deal Brexit?

Are financial services prepared for a no deal Brexit?

July 16, 2019

Andrew Pilgrim, associate partner at EY, and Mark Boleat, former political leader for the City of London, join OMFIF’s Katie-Ann Wilson, to discuss Brexit and the future of the UK’s financial services. Topics include the preparedness of financial services in the face of a no-deal scenario, what difference a transitional period would make, and the issues surrounding equivalence. They also examine London’s future as an international financial centre and the shift to new jurisdictions in emerging markets.

Music: https://www.bensound.com/royalty-free-music

Covered bonds: History and outlook

Covered bonds: History and outlook

July 9, 2019

Luca Bertalot, secretary general of the European Mortgage Federation-European Covered Bond Council, and Jacek Kubas, associate director in the European Bank for Reconstruction and Development’s local currency and capital markets team, join Chris Ostrowski, OMFIF director of memberships and commercial partnerships. They discuss the history and structure of covered bonds, their role in capital markets, main sources of demand and obstacles to expansion.

Music: https://www.bensound.com/royalty-free-music