Sun, Apr 19, 2015
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Opalesque Radio

Seek Tactical Opportunities in Rates and a Currency Opportunity in Mexico
Radio Feature 59: Mathew Cobon in conversation with Sona Blessing
 
Thursday, September 27, 2012

radio Mathew Cobon is Head of Macro (rates and currency) and lead fund manager of the Absolute and Target return bond strategies at Threadneedle. Prior to joining Threadneedle, Matthew spent four years at Aberdeen Asset Management, where he held the role of Head of Currency. He has also gained currency trading experience at Deutsche Asset Management and Citigroup.

 Download this feature as MP3 (10.63 MB)

 
Listen to the complete feature
Seek Tactical Opportunities in Rates and a Currency Opportunity in Mexico

Duration: 11:36 

 

Or listen to selected sub-features
  • Q1 - Have central bankers actually “removed” tail risk?

    Duration: 01:44 


  • Q2 - How should investors be positioned to manage and benefit from anticipated inflation?

    Duration: 01:29 


  • Q3 - How should investors be allocating to currencies and fixed income strategies given the current and perhaps likely macro and financial markets scenarios?

    Duration: 02:10 


  • Q4 - Could you identify specific investment opportunities within fixed income assets - globally, as well as playing it from a currency perspective?

    Duration: 02:56 


  • Q5 - Within the commodity currencies what is your outlook on the Canadian Dollar (CAD), South African Rand (ZAR) and the Australian Dollar (AUD)?

    Duration: 01:15 


  • Q6 - What is your outlook in the context of Asian currencies such as the Singapore Dollar (SGD) and Korean Won (KRW)?

    Duration: 01:51 


  • Q7 - Strategically, within fixed income assets, are there opportunities in Asia, Latin America and in Eastern Europe?

    Duration: 01:21 



Radio Link
  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Studies - Fund managers bullish on equities, alternative asset classes, Hedge funds starting to spurn emerging markets, Insurance companies take aggressive approach to hedge funds despite restricted exposure[more]

    Fund managers bullish on equities, alternative asset classes From Benefitnews.co: Asset allocation and risk continue to be the top issues for institutional investors in 2015 and, while nobody is sure what the economy will do in 2015, investment fund managers remain positive about investm

  2. Investing - New hedge fund strategy: Dispute the patent, short the stock, David Einhorn bets on AerCap as leasing company avoids turbulence, Top hedge funds reveal these best investing ideas, Hedge funds bet big on PetSmart price bump, Victory Park Capital increases investment in upstart to $500m[more]

    New hedge fund strategy: Dispute the patent, short the stock From WSJ.com: A well-known hedge-fund manager is taking a novel approach to making money: filing and publicizing patent challenges against pharmaceutical companies while also betting against their shares. Kyle Bass, head of Hay

  3. Tiger Global falls 2.9% in March, down 5.3% in Q1[more]

    From Reuters.com: Investment firm Tiger Global Management, one of the hedge fund industry's most closely watched players, told clients that its hedge fund lost 5.3 percent during the first quarter, an investor said on Wednesday. Much of the decline came in March when the fund lost 2.9 percent,

  4. It’s not just hedge funds—IMF study finds stability risks from ‘vanilla’ funds[more]

    From MarketWatch.com: Leveraged hedge funds and banklike money-market funds are the parts of the asset-management industry most associated with risks to financial stability. But a report from the International Monetary Fund suggests that “plain-vanilla” mutual funds and exchange-traded funds also ca

  5. Hedge funds gain 2.4% in Q1 driven by currency and commodity markets[more]

    Komfie Manalo, Opalesque Asia: Hedge funds posted positive results last March to conclude a strong first quarter, with performance driven by strong macro trends in currency and commodity markets, complemented by broad-based gains and positioning in event driven, equity hedge and fixed income-b