The OMFIF Podcast

Fed Talk: September FOMC and the strategic review

Alberto Musalem, former executive vice-president of the Federal Reserve Bank of New York and chief executive officer of Evince Asset Management, joins Mark Sobel, US chairman of OMFIF, to discuss September's Federal Open Market Committee meeting. They cover the Fed’s economic projections, the impact of the Fed’s strategic review on its operational framework, the need for fiscal stimulus to complement monetary policy, and financial stability risks. 

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The OMFIF/KPMG series: Sustainability and stewardship in asset management

Neil Macdonald, head of the Wealth and Asset Management Centre of Excellence at KPMG, and Amar Gill, APAC head of investment stewardship at Blackrock, join OMFIF’s Brandon Chye to talk about the changing nature of asset management. They discuss how investors are rethinking their focus across sustainability and stewardship in the face of Covid-19, ultra-loose central bank policy, new technologies and disruptive business models.

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

US-China relations and global growth

In recent months, unresolved trade issues and the Covid-19 pandemic have resulted in heightened tensions between the US and China. James McGregor, chairman of APCO Worldwide and a former chairman of the American Chamber of Commerce in China, and Andy Rothman, investment strategist at Matthews Asia, discuss economic and political developments in US-China relations, their roles in the world economy, and what the conflict could mean for global growth. 

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Japan’s outlook post Abenomics

All eyes are on Japan following Prime Minister Shinzō Abe's abrupt resignation. The departing leader is known for his aggressive economic reform policy, Abenomics, which helped pull the country out of a decades-long deflationary slump. Jun Saito, senior research fellow at the Japanese Centre for Economic Research, and Kotaro Tamura, adjunct professor at the Lee Kuan Yew School of Public Policy and formerly a member of Japan's House of Councillors and parliamentary secretary for economic and fiscal policy, discuss the outlook for the Japanese economy, and priorities for the country's next leader.

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

Diving into US investment grade bond markets

James Blair, investment director of fixed income at Capital Group, joins OMFIF’s Pierre Ortlieb to talk about the state of US investment-grade bond markets. They discuss how these markets have performed during the Covid-19 crisis, what central bank policy innovation means for corporate bonds, and issues regarding liquidity and market structure.

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

DLT and its potential use for CBDC

Vijak Sethaput, senior developer for the Bank of Thailand's Project Inthanon, and Sky Guo, chief executive officer of Cypherium, join Chris Ostrowski, commercial director at OMFIF, to discuss the Bank of Thailand’s experiment. They talk about how blockchain can influence central bank digital currency design choices and enable interoperability. Further topics include how a distributed system could solve liquidity issues between commercial banks, and whether central banks will adopt new infrastructure for cross-border payments. 

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

Ahead of the ECB: short-, medium- and long-term prospects for Europe

Ahead of the European Central Bank monetary policy announcement on 10 September, Lars Feld, chair of the German Council of Economic Experts, and Geoff Yu, foreign exchange and macro strategist for Europe, Middle East and Africa at BNY Mellon Markets, join OMFIF's Ellie Groves to talk about inflation targets and the economic outlook for the euro area, and how these will impact fiscal and monetary policy. They also discuss the implications for the market and map out possible paths to policy normalisation.

 

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

 

Managing the global economic slowdown

Countries each face their own distinct set of problems as a result of the pandemic. The International Monetary Fund must therefore take many considerations into account in its handling of the global economic downturn. Antoinette Sayeh, deputy managing director of the IMF, joins Mark Sobel for a discussion on the IMF’s response to the crisis and ways forward for the months and years ahead.

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Taking the long view: An asset owner’s perspectives

Following the launch of the seventh annual Global Public Investor, Stephen Gilmore, chief investment officer of the New Zealand Superannuation Fund, joins Mark Burgess, OMFIF Asia chairman, to discuss long-term approaches to asset ownership, asset allocation and the impact of Covid-19 on portfolios.

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

Fed Talk: managing the US’ economic downturn

As the Covid-19 pandemic spreads across the US, affecting public health and the economy, the Federal Reserve is holding rates near zero and taking steps to ensure global dollar liquidity. Lewis Alexander, chief economist at Nomura, joins Mark Sobel, US chairman of OMFIF, to discuss the Fed’s policy decision, concerns about the US economy, and the role of monetary and fiscal policy in managing the crisis.

 

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