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In the context of the sovereign debt crisis - the increasing relevance and role of currencies as an asset class/overlay in portfolio management and asset allocation
Radio Feature Four: Thomas Suter in conversation with Sona Blessing
 
Wednesday, December 15, 2010

radio Thomas Suter is CEO of Swiss based Quaesta Capital, a currencies multi-manager specialist (CHF1.3 bilion). Prior to this he held managerial positions at SBC/UBS Warburg - the focus of his activities was trading and risk managing proprietary derivatives books. He is also a lecturer on finance subjects, both at universities and at conferences.

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In the context of the sovereign debt crisis - the increasing relevance and role of currencies as an asset class/overlay in portfolio management and asset allocation

Duration: 12:56 

 

Or listen to selected sub-features
  • Q1 - The role of currencies - their strategic and tactical allocation related implications.

    Duration: 02:3 


  • Q2 - How do you hedge currency risk and can it be combined to deliver performance?

    Duration: 01:48 


  • Q3 - The cost vs the benefit? The effectiveness of implementing an active/passive overlay?

    Duration: 01:58 


  • Q4 - The issue of liquidity when investing in currencies

    Duration: 01:41 


  • Q5 - Transparency via managed accounts.
    Currencies as a portfolio diversifier in 2008 and 2010.

    Duration: 01:29 


  • Q6 - What about their performance in 2009?

    Duration: 01:03 


  • Q7 - How have the currencies of emerging markets traded in the wake of the sizable asset inflows into these markets?
    Currency outlook for 2011 and the need to proactively address FX issues.

    Duration: 02:21 



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