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.
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
Ahead of the ECB: Forecasting Lagarde’s direction
Synopsis: European green policy, cutting the ECB inflation target, and signs pointing to a global recession
Synopsis: Federal Reserve communications, UK party manifestos, Trump's troubled relationship with the dollar
Kenneth Clarke on the UK general election
The gold market: What is driving increased demand?
Synopsis: India hands reins to China, Boris Johnson on the campaign trail, and the future of the euro area
Project financing for infrastructure development
Synopsis: Plaza 2, Italian surrealism, and Trump's unmet economic promises
Reflections on Lagarde, Germany and the future of the ECB
Fed Talk: Can structural problems in money markets be resolved?
Women in finance: How fintech can promote gender balance
Synopsis: The ECB's return to QE, claustrophobia on the Fed balance sheet, and Facebook's Libra
Libra: Practicalities, technology, and the future of payments
Synopsis: Donald Trump's multipolar world, pressures on Christine Lagarde, and central bank communications
Libra and its potential role in the global monetary system
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