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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.

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Seek Tactical Opportunities in Rates and a Currency Opportunity in Mexico

Duration: 11:36 

 

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  • 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 



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