FEG Investment
Advisors

FEG Bridge Insight with Dr. Mohamed El-Erian

From his start with the International Monetary Fund to his current roles as president of Queens College, chair of Gramercy Funds, and chief economic advisor to Allianz, Mohamed El-Erian has a host of experience dealing with global macro issues and assisting policymakers across the globe with difficult economic situations.

On this episode of the FEG Insight Bridge, Mohamed talks about his deep respect for central banks (and his disappointment with the Fed), and the intricacies of policymaking, which must account for political, social, and economic issues. He also discusses the seemingly conflicting signals from the stock and fixed income markets and how institutional investors should be repositioning their portfolios in response to market volatility. This is one episode you do not want to miss!

Chapters

00:00:00 Intro

00:00:30 Episode overview

00:01:31 How Mohamed’s international background informs his investment perspective

00:04:00 On being a die-hard Jets and Mets fan

00:05:40 Discussing Mohamed’s book The Only Game in Town: Central Banks, Instability and Avoiding the Next Market Collapse

00:09:19 The Fed’s (lack of) credibility

00:14:42 Managing volatility as an investor         

00:19:31 Comparing the signals of the stock market and the fixed income market

00:23:31 What institutions should be looking to change in their investment portfolios right now

00:25:20 Are emerging and frontier markets currently investable?

00:33:18 Currency volatility in international developed markets

00:36:31 Mohamed’s advice for the Biden administration

00:38:38 Reading recommendations

 

Disclosures

This information was prepared by Fund Evaluation Group, LLC (FEG), a federally registered investment adviser under the Investment Advisers Act of 1940, as amended, providing non-discretionary and discretionary investment advice to its clients on an individual basis. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Fund Evaluation Group, LLC, Form ADV Part 2A & 2B can be obtained by written request directed to: Fund Evaluation Group, LLC, 201 East Fifth Street, Suite 1600, Cincinnati, OH 45202 Attention: Compliance Department.

This information is prepared for informational purposes only. It does not address specific investment objectives, or the financial situation and the particular needs of any person who may receive this presentation. Neither the information nor any opinion expressed in this report constitutes an offer, or an invitation to make an offer, to buy or sell any securities.

The information herein was obtained from various sources. FEG does not guarantee the accuracy or completeness of such information provided by third parties. The information in this presentation is given as of the date indicated and believed to be reliable. FEG assumes no obligation to update this information, or to advise on further developments relating to it.