The OMFIF Podcast
Synopsis: Christine Lagarde, RBI independence, and Cummings’ clout

Synopsis: Christine Lagarde, RBI independence, and Cummings’ clout

September 27, 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, including those on Christine Lagarde as she prepares to take up the European Central Bank presidency, troubles at the Reserve Bank of India, and Boris Johnson's special adviser Dominic Cummings. All that, and more besides, coming up next. To receive our newsletters,visit https://thinktank.omfif.org/subscribe.

Articles and other items referenced:

  1. Lagarde's challenge over ECB revolt
  2. RBI's waning independence
  3. A Spad with influence
  4. Brian McMahon on public pensions
  5. Scaling up sustainable infrastructure, Singapore
  6. Peter Praet on ECB policy in New York
  7. Fighting climate change-related risks with the ADBI in Tokyo
  8. Lori Rennison of the Bank of Canada in London

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

Public pensions: The shift into private markets

Public pensions: The shift into private markets

September 24, 2019

Brian McMahon, BNY Mellon’s senior alternative investment services business development executive in Luxembourg, joins OMFIF Economist Pierre Ortlieb to discuss the shifting nature of public pensions, their changing asset allocations and potential of private markets. The broad-based ‘retailisation’ of private asset classes remains a firm, albeit elusive, goal. The returns they promise are appealing to pension investors across the globe, but costs and valuation issues, among other things, remain significant obstacles.

 

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

Synopsis: UK-EU co-operation after Brexit, conflicting opinions at the Federal Reserve, and the governorship of the Bank of England

Synopsis: UK-EU co-operation after Brexit, conflicting opinions at the Federal Reserve, and the governorship of the Bank of England

September 20, 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, covering such issues as UK-EU co-operation on financial regulation after Brexit, conflicting forces of opinion at the Federal Reserve, and Gerard Lyons’ candidacy for governor of the Bank of England. All that, and more besides, coming up next. To receive our newsletters,visit https://thinktank.omfif.org/subscribe.

Articles and other items referenced:

  1. Capital markets look beyond EU
  2. What Lyons could bring to the Bank
  3. Fed divided ahead of key meeting
  4. In Conversation with Willem Buiter
  5. Oslo asset and risk management seminar
  6. London digital finance forum

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

In conversation with Willem Buiter

In conversation with Willem Buiter

September 17, 2019

Willem Buiter, special economic adviser at Citi, joins OMFIF’s Ellie Groves to discuss challenges facing the euro area. They assess the implications of a euro area slowdown at a time of high public debt, the role of the US-China trade conflict and the probability of a global recession for advanced economies. They also discuss the European Central Bank's monetary policy announcement, whether monetary policy tools have run their course, and the politics of fiscal stimulus. 

Synopsis: The Fed v. President Trump, DeLisle Worrell on the IMF, and the dollar’s reserve currency role

Synopsis: The Fed v. President Trump, DeLisle Worrell on the IMF, and the dollar’s reserve currency role

September 13, 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, covering such issues as the Fed being urged to block President Trump's re-election, the difficult relationship between the IMF and Caribbean economies, and the dollar's reserve currency role. All that, and more besides, coming up next. To receive our newsletters, visit https://thinktank.omfif.org/subscribe.

Articles and other items referenced:

  1. Fed urged to block Trump re-election
  2. DeLisle Worrell on the International Monetary Fund
  3. Currency wars and the dollar's reserve role
  4. Climate resilient infrastructure in Asia
  5. Europe's financial regulatory landscape after Brexit
  6. 'Japanification' of Europe

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

Ahead of the ECB: Is quantitative easing back?

Ahead of the ECB: Is quantitative easing back?

September 10, 2019

In the latest episode of our ‘Ahead of the ECB’ series, Marcin Stepan, Head of Programming at OMFIF, is joined by Marcel Fratzscher president of the Berlin-based economic research institute DIW Berlin and Silvia Dall'Angelo, senior economist at Hermes Investment Management. They discuss the economic outlook for Europe, the tools at the disposal of the ECB to counter a downturn and the prospects of restarting quantitative easing. They preview the main political developments in Europe over the coming months as well as implications of global trade tensions on markets and the wider economy.

Synopsis: AfD on the rise, the weird world of Westminster, and big tech’s encroachment on finance

Synopsis: AfD on the rise, the weird world of Westminster, and big tech’s encroachment on finance

September 6, 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, covering such issues as the Alternative for Germany party's electoral surge, whatever in the world is happening in Westminster, and big tech's encroachment on finance. To receive our newsletters, visit https://thinktank.omfif.org/subscribe.

Articles and other items referenced:

  1. AfD surge brings fresh ECB hurdles
  2. Johnson's suspension ploy backfires
  3. Big tech gaining trust over governments
  4. Podcast on Italy's political crisis

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

Italy’s political crisis

Italy’s political crisis

September 3, 2019

Amidst growing financial fragility, Italy’s government has come apart, creating a renewed period of crisis and uncertainty. Domenico Fanizza, executive director for Italy, Portugal, Greece, Malta, Albania and San Marino at the International Monetary Fund, and Erik Jones, professor of European studies at Johns Hopkins University, join OMFIF’s Sofia Melis for a discussion on Italy’s political crisis. They assess the political and programmatic synergies that could bring together the Five Star Movement and the Democratic Party, and the possible market reaction to failed coalition talks. Further topics include different budget scenarios, as well as the implications of France and Germany’s changed fiscal stances on Italy's 2020 budget.

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

Synopsis: Marsh on Germany, Moeller on trade, and Kleiman on 2019’s investment shakeup

Synopsis: Marsh on Germany, Moeller on trade, and Kleiman on 2019’s investment shakeup

August 30, 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, the shift in Germany's fiscal state, the latest ordeals in the US-China trade war, and the investment shakeup that markets face in the back half of 2019. To receive our newsletters, visit https://thinktank.omfif.org/subscribe.

Articles and other items referenced:

  1. Something shifting in German fiscal state
  2. Trade war exacerbates domestic woes
  3. Markets face investment shakeup
  4. Role of ratings agencies in ESG investing
  5. New York seminar on monetary policy implementation frameworks
  6. Mario Marcel discusses Chile's strong economic performance
  7. Brexit's impact on Japan-UK relations

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

S&P Global: The role of ratings agencies in environmental, social and governance investing

S&P Global: The role of ratings agencies in environmental, social and governance investing

August 27, 2019

Richard Mattison, chief executive officer of Trucost, part of S&P Global, and Michael Wilkins, head of sustainable finance at S&P Global, join OMFIF's Danae Kryriakopoulou to discuss sustainable finance in capital markets. They look at how environmental, social and governance criteria is being integrated in the investment community, and the crucial role of rating agencies. They outline how S&P is supporting this integration through its inclusion of ESG factors in credit analysis. They also present S&P's ‘ESG evaluation’ tool, which examines broader performance and preparedness.

 

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