Invested: The OMFIF Podcast

OMFIF’s Julie Levy-Abegnoli looks back over some of the most recent articles published on the OMFIF website, including those on the confusing debate on negative interest rates, US corporations' bond purchases, and the Germany-ECB dispute.

Articles and other items referenced:

1. Negative interest rate debate needs clarity: https://www.omfif.org/2020/06/negative-interest-rate-debate-needs-clarity/
2. US corporations' bond market clout: https://www.omfif.org/2020/06/us-corporations-bond-market-clout/
3. Solution nears on ECB bond buying: https://www.omfif.org/2020/06/solution-nears-on-ecb-bond-buying/
4. The future of the workplace – Resilience and adaptation to technological disruption: https://www.omfif.org/podcast/the-future-of-the-workplace-resilience-and-adaptation-to-technological-disruption/
5. The OMFIF-KPMG series – Future of infrastructure as an asset class: https://www.omfif.org/podcast/the-omfif-kpmg-series-future-of-infrastructure-as-an-asset-class/
6. Accelerating ESG investment through sustainable data: https://www.omfif.org/events/the-future-of-esg-investment-accelerating-the-agenda-through-sustainable-data/
7. Demystifying government deficits and central bank financing: https://www.omfif.org/events/demystifying-government-deficits-and-central-bank-financing/
8. Sustainable investment in the post-pandemic economy: https://www.omfif.org/events/sustainable-investment-in-the-post-pandemic-economy/

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

In the first edition of the OMFIF-KPMG Asia Pacific podcast series, Jang Ping Thia, principal economist at the Asian Infrastructure Investment Bank, joins KPMG's Sharad Somani and OMFIF's Adam Cotter to discuss the future of infrastructure as an asset class. What can be done to ensure funding for infrastructure projects? Is the pandemic accelerating the adoption of technology to improve project delivery? Are governments implementing reforms quickly enough to support sustainable infrastructure projects? Does the Covid-19 crisis offer a golden opportunity for policy-makers to build a clear pipeline of greenfield and brownfield projects in emerging markets?

 

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

Technological innovation has been a driver of productivity and economic growth throughout history. Yet, it has also stoked fears of labour displacement and job redundancy. Society is grappling with those uncertainties today as adaptation to Covid-19 accelerates advances in automation, artificial intelligence and digitalisation in the workplace. Deanna Ong, chief people officer of GIC, joins OMFIF’s Brandon Chye to discuss how employees and organisations can develop human capital and leadership to harness the benefits of technology and to blunt its disruptions.

 

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

OMFIF’s Julie Levy-Abegnoli looks back over some of the most recent articles published on the OMFIF website, including those on the European Commission's recovery plan, Argentina's debt negotiations, and Japan's stimulus package.

Articles and other items referenced:

1. Preventing Europe's 'Great Fragmentation': https://www.omfif.org/2020/06/preventing-europes-great-fragmentation/
2. Argentina and creditors enter new round: https://www.omfif.org/2020/06/argentina-and-creditors-enter-new-round/
3. Asia Pacific regional economic outlook: https://www.omfif.org/podcast/asia-pacific-regional-economic-outlook/
4. Financing Japan's record stimulus: https://www.omfif.org/2020/06/financing-japans-record-stimulus/
5. Demystifying Brexit negotiations: https://www.omfif.org/events/demystifying-brexit-negotiations/
6. The future for asset owners: https://www.omfif.org/events/the-future-for-asset-owners/

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

 

Growth in Asia, hit by the Covid-19 pandemic, is forecast to be zero in 2020. Prospects for 2021 are uncertain, though strong growth is expected. Changyong Rhee, director of the International Monetary Fund’s Asia and Pacific department, joins Mark Sobel, US chairman of OMFIF, to discuss the impact of coronavirus on the region, actions taken by policy-makers, and the post-pandemic outlook for Asia Pacific.

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

OMFIF's Julie Levy-Abegnoli looks back over some of the most recent articles published on the OMFIF website, including those on negative interest rates, Chinese banks' cross-border activities, and decadent Brexit.

Articles and other items referenced:

1. UK negative rates could do more harm than good: https://www.omfif.org/2020/05/uk-negative-rates-could-do-more-harm-than-good/
2. Chinese banks' global footprints: https://www.omfif.org/2020/05/chinese-banks-global-footprints/
3. Covid-19 and the 'decadent Brexit' hypothesis: https://www.omfif.org/2020/05/covid-19-and-the-decadent-brexit-hypothesis/
4. Worldwide insurance heading for shake-up: https://www.omfif.org/2020/05/worldwide-insurance-heading-for-shake-up/
5. European response to Covid-19: https://www.omfif.org/podcast/european-response-to-covid-19/
6. Implications of monetary and fiscal policies on investment markets: https://www.omfif.org/events/implications-of-monetary-and-fiscal-policies-on-investment-markets/
7. Economic and financial trends in Latin America: https://www.omfif.org/events/economic-and-financial-trends-in-latin-america/
8. Markets and their supervision in times of Covid-19: https://www.omfif.org/events/market-participation-and-supervision-in-times-of-covid-19/
9. Overcoming debt crisis in emerging markets: https://www.omfif.org/events/overcoming-debt-crisis-in-emerging-markets-prospects-for-sovereign-debt-restructuring-and-access-to-financing/

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

The European Central Bank at the next monetary policy meeting on 4 June is expected to increase its pandemic emergency bond-buying programme by €400bn- €500bn, after having spent around €250bn of the €750 bn total up to end-May. That is the forecast of Didier Borowski, head of global views at French asset manager Amundi, in a podcast with OMFIF on the options facing the ECB after the ruling on bond purchases by the German constitutional court on 5 May. ‘If you look ahead, and seeing the debate in Germany, [the ECB] may lose some flexibility in its purchase programme,’ Borowski said. ‘In the short run, we would expect the ECB in its government bond purchases to continue to deviate quite substantially from the capital key. 

 

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

David Marsh is joined by Simon Woods, EY’s global response leader for the Covid-19 repercussions on the insurance industry. They discuss the pandemic’s effect on the global insurance industry, including the immediate and longer-term consequences for operations and technology, looking at the challenges and opportunities brought by digitalisation. They examine the financial health of the insurance sector as a result of the volatility in financial markets and the recession, and what can be said of the significant strain on capital, liquidity, and investment strategies. They address big questions on how the insurance industry can work with customers, governments and regulators in contributing to the wider economic recovery and investigate the outlook for innovation, and worldwide insurance consolidation.

Simon Woods is the leader for insurance strategy for the Europe, Middle East, India and Africa region and a veteran of the sector, having been at EY since 2014, and in the 15 years before that before that covering insurance in various investment banking positions.

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

OMFIF’s Julie Levy-Abegnoli looks back over some of the most recent articles published on the OMFIF website, including those on the Franco-German proposal for a €500bn recovery fund, the impact of Covid-19 on real estate markets, the outlook for this decade, and the return of German government borrowing.

Articles and other items referenced:

1. Franco-German fund move amid ECB manoeuvring: https://www.omfif.org/2020/05/franco-german-fund-move-amid-ecb-manoeuvring/
2. Covid's impact on real estate: https://www.omfif.org/2020/05/covids-impact-on-real-estate/
3. Markets should pay heed: https://www.omfif.org/2020/05/markets-should-pay-heed/
4. Asia Pacific regional economic outlook: https://www.omfif.org/events/asia-pacific-regional-economic-outlook/
5. Refinancing the German crisis measures: https://www.omfif.org/2020/05/refinancing-the-german-crisis-measures/
6. Future of the euro area: https://www.omfif.org/events/future-of-the-euro-area/
7. Global trade during the economic slowdown: https://www.omfif.org/events/global-trade-during-the-economic-slowdown/
8. Japan Financial Services Agency perspectives on Covid-19: https://www.omfif.org/events/japan-financial-services-agency-perspectives-on-covid-19-addressing-financial-stability-risks/

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

 

As US-China tensions fuel economic nationalism and protectionism, globalisation could be coming to an end. Xiaolan Fu, director of the Technology and Management Centre for Development at the University of Oxford, joins OMFIF’s Brandon Chye to discuss the short-term disruptions and long-term transformations to global value chains and international trade.

 

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