Interest rates are on the rise as the ‘transitory’ rise in inflation appears to be more persistent than previously thought. Max Castelli, head of strategy, global sovereign markets, UBS Asset Management, talks with David Marsh, OMFIF chairman, about the European Central Bank’s policies ahead of the all-important end-of-year governing council meeting on 16 December, where the central bank’s 2022 asset purchase strategy will take centre stage. The podcast features findings from UBS’ research on reserves management, including reserves managers facing potential losses on their fixed income portfolios for the first time in a very long while and how they are diversifying away from government bonds to better respond to this challenging reality.
What Super Tuesday means for the US election
What to expect from Brexit negotiations
Synopsis: Buttigieg takes on the US deficit, The future of payments, and Norway's sovereign wealth push
China and the economic impact of coronavirus
Synopsis: When central bankers' powers run out, trust in central banks, tackling climate change, and more
Germany’s economic position: Challenges, opportunities and future policy
Synopsis: Germany's leader in waiting, a harmful currency proposal, and Andrew Bailey's Brexit battles
ESG and investment management: Official institutions' approach to climate risk
Synopsis: Green deal widening EU divide, what Libra means for money creation, and Brexiteers' unfinished revolution
Fed talk: The ample reserves framework and dynamism of the US labour market
Synopsis: Fallout from the Fed's repo firefighting, prospects for Trump's re-election, and five scenarios for Brexit
Post-crisis US financial regulation: Are we moving towards risk sensitivity?
Synopsis: Superpowers posturing in the Gulf, the US Treasury's odd currency monitoring list, and green bonds break out of the niche
Ahead of the ECB: Continuity or change for the bank's toolbox
Synopsis: Why the ECB should keep its monetary pillar, 2020 predictions, and more
Gold and the future of the global reserve currency system
Impact investing: Promoting a universal standard
Andrew Adonis on the UK election and Brexit: ‘Watch the policy, not the rhetoric.’
Fed Talk: Rates remain on hold
Synopsis: A critical Federal Reserve quandary, the future of Chinese growth, and the ECB under Christine Lagarde
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