Tue, Sep 1, 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. Activist News - Carl Icahn has snapped up a huge stake in Freeport-McMoRan, and the stock is ripping, Meet Europe's best activist investor[more]

    Carl Icahn has snapped up a huge stake in Freeport-McMoRan, and the stock is ripping From Businessinsider.com: Carl Icahn has picked his next target: Freeport-McMoRan. Icahn and a group of other investors have snapped up an 8.46% stake in mining company Freeport-McMoRan, according to a j

  2. North America - Hedge fund manager Ray Dalio’s challenge to the Fed[more]

    From Newyorker.com: For some reason, Janet Yellen, the chair of the Federal Reserve, decided to skip this year’s annual Fed conference in Jackson Hole, where monetary policymakers from the United States and abroad get together with some prominent academics to discuss the big issues of the moment. Th

  3. Opalesque Exclusive: Credit-focused hedge fund Numen Capital expects more volatility in Europe in coming months[more]

    Benedicte Gravrand, Opalesque Geneva: A London-based hedge fund, which has just hired two emerging managers, is cautious on Europe. Vassilis Paschopoulos and former Lehman’s colleague Nikos Kargadouris, launched a London-based credit-focused hedge fund called

  4. Performance - Hedge funds bruised by stocks’ meltdown, Capstone’s volatility hedge fund is having a monster month thanks to market mayhem[more]

    Hedge funds bruised by stocks’ meltdown From WSJ.com: Hedge-fund managers like to promise their investors protection from market swings. In the recent stock swoon, many were caught off guard. Billionaire managers such as Leon Cooperman, Raymond Dalio and Daniel Loeb are deeply in the red

  5. Opalesque Exclusive: Foundation returns slide, but commitment to alternatives remains[more]

    Bailey McCann, Opalesque New York: Private and community foundations posted returns of 6.1 percent for the 2014 fiscal year (January 1 – December 31, 2014), down from the 15.6 percent return reported for FY2013, according to the latest Council on Foundations–Commonfund Study of Investment of End