100 episodes

Subscribe to the OMFIF podcast for the latest news and insight on financial markets, monetary policy and global investment themes. Published weekly, the podcast features input from a range of academic experts, central bankers and investment professionals. Visit our website at www.omfif.org.

The OMFIF Podcast OMFIF

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    • 4.9, 7 Ratings

Subscribe to the OMFIF podcast for the latest news and insight on financial markets, monetary policy and global investment themes. Published weekly, the podcast features input from a range of academic experts, central bankers and investment professionals. Visit our website at www.omfif.org.

    European response to Covid-19

    European response to Covid-19

    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

    • 23 min
    Worldwide insurance heading for shake-up

    Worldwide insurance heading for shake-up

    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

    • 25 min
    Week in review: Merkel and Macron to the rescue, Covid and real estate, and the return of German government borrowing

    Week in review: Merkel and Macron to the rescue, Covid and real estate, and the return of German government borrowing

    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:
    Franco-German fund move amid ECB manoeuvring: https://www.omfif.org/2020/05/franco-german-fund-move-amid-ecb-manoeuvring/
    Covid's impact on real estate: https://www.omfif.org/2020/05/covids-impact-on-real-estate/
    Markets should pay heed: https://www.omfif.org/2020/05/markets-should-pay-heed/
    Asia Pacific regional economic outlook: https://www.omfif.org/events/asia-pacific-regional-economic-outlook/
    Refinancing the German crisis measures: https://www.omfif.org/2020/05/refinancing-the-german-crisis-measures/
    Future of the euro area: https://www.omfif.org/events/future-of-the-euro-area/
    Global trade during the economic slowdown: https://www.omfif.org/events/global-trade-during-the-economic-slowdown/
    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.

     

    • 10 min
    Global value chains, innovation and international trade

    Global value chains, innovation and international trade

    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

    • 22 min
    Fixed income in emerging economies

    Fixed income in emerging economies

    James Blair, fixed income investment director at Capital Group, joins Pierre Ortlieb, economist at OMFIF, to discuss the state of play in global bond markets. They cover Capital Group’s approach to credit investments, opportunities in emerging markets, and the global central bank response to the pandemic shock. Other themes include the global long-term interest rate landscape and the outlook for currency and commodities markets.
     
    Music: https://www.bensound.com/royalty-free-music
     
     

    • 17 min
    Fed Talk: in conversation with James Bullard

    Fed Talk: in conversation with James Bullard

    In response to the Covid-19 health crisis, the Federal Reserve has taken a number of policy actions to help steady both the US economy and global dollar liquidity. James Bullard, president and chief executive officer of the Federal Reserve Bank of St Louis, joins David Marsh, chairman of OMFIF, to discuss the Federal Reserve’s policies, an outlook for the US economy and global consequences of the pandemic.
    This was recorded as part of a live panel discussion.
    Music: https://www.bensound.com/royalty-free-music

    • 39 min

Customer Reviews

4.9 out of 5
7 Ratings

7 Ratings

Sbuts ,

Bond girl

Very informative. Looking forward to more.

Joshy boy randsy ,

Well worth a listen

A great listen, the perfect way to hear about the potential implications of current affairs.

Asset owner observer ,

Informative and succinct

Very useful thought-provoking discussions

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