Thu, Aug 25, 2016
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Opalesque Radio

Currency Pairs to Consider Investing In and Those to Avoid
Radio Feature 53: Erik Schafhauser in conversation with Sona Blessing
 
Wednesday, July 18, 2012

radio Erik Schafhauser has been with Saxo Bank since 2005. Prior to which he has been with KBC, Dresdner Bank and Reuters. Besides supporting institutional and UNHW / HNW clients in their trading activities, he holds seminars and presentations and writes articles for various magazines and newspapers.

 Download this feature as MP3 (10.20 MB)

 
Listen to the complete feature
Currency Pairs to Consider Investing In and Those to Avoid

Duration: 11:08 

  logo

Or listen to selected sub-features
  • Q1 - (a) What is your short term and medium term outlook for the Euro - could you share your thoughts on its survival broadly and levels to be tested specifically vs. the USD?
    (b) Do you see parity and under what macro conditions is this outcome most likely?

    Duration: 01:37 


  • Q2 - (a) Could you outline the different macro scenarios you are anticipating and recommended currency trades/investing in each case (executed via fixed income, through commodities?)
    (b) What sort of currency base in corporate high yield are you looking at to capture yield?

    Duration: 02:48 


  • Q3 - Would you say the Euro looks attractive enough at these levels for funding carry trades?

    Duration: 00:26 


  • Q4 - In the context of further Euro weakness (specify level) - what could the potential impact be on the flight to safety currencies - e.g. USD, Swiss Franc and Norwegian Krone

    Duration: 02:14 


  • Q5 - Outlook and opportunities within commodity currencies - e.g. AUD, CAD, ZAR

    Duration: 01:36 


  • Q6 - Outlook on the other Asian currencies, the JPY, and the other Emerging Market currencies

    Duration: 01:34  


  • Q7 - To sum up which currency pairs would you suggest they consider and which should they avoid?

    Duration: 00:47 



Radio Link
  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. LatAm hedge funds surge in 1H to +24.4%, emerging markets assets rise[more]

    Komfie Manalo, Opalesque Asia: Hedge funds investing in Latin America posted strong gains through mid-2016, reversing declines in four of the past five years, including the last three years, to lead all areas of hedge fund performance through the first half of 2016, according to the latest HFR Em

  2. Asia - LGT Capital Partners: Alternatives set for continued rise in Asia[more]

    From Asianinvestor.net: More flows are likely into insurance-linked strategies, private equity and trend-following strategies/CTAs, given the benefits of such investments, argues LGT Capital Partners. Despite the numerous quantitative easing programs and bailouts of recent years, the quest for

  3. Investors yank money from hedge funds after poor performance[more]

    From Marketwatch.com: A growing exodus from hedge funds extended to two of the biggest names in the industry Tuesday, Tudor Investment Corp. and Brevan Howard, as disenchanted investors increasingly shun what was once the hottest place to put money. The funds’ problem is clear: They just aren’t perf

  4. Banks look at hedge funds differently - and it should matter to allocators[more]

    From Valuewalk.com: Looking at two bank reports on the same topic can often yield interesting results. There are times when bank research is best viewed from the standpoint of how their analysis does or does not correlate with one another. Regarding hedge fund allocation decisions, one bank appears

  5. Legal - Hedge fund’s fixer kept deals flowing with bribes, U.S. says, Big four banks sued by U.S. hedge funds over BBSW, Lessons for hedge fund managers from the government's failed prosecution of alleged insider trading[more]

    Hedge fund’s fixer kept deals flowing with bribes, U.S. says From Bloomberg.com: With the Miami villa, stopovers at New York’s Plaza Hotel and millions channeled in bribes to win mining deals, Samuel Mebiame was the relationships guy in a corruption scheme that spanned continents, accord