Thu, Apr 27, 2017
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Opalesque Radio

Currency: Manipulation, Switching to gold, Fate of the Euro, Inflation, Tactical and strategic allocations
Radio Feature Eight: Dennis van den Bosch in conversation with Sona Blessing
 
Monday, February 14, 2011

radio Dennis van den Bosch is senior portfolio manager (trading and risk control) - global currency, at Henderson Global Investors. He has over 20 years of working experience in the financial industry which includes a role as head of operations and treasury at Mn Services, the third largest pension fund asset manager in the Netherlands

 Download this feature as MP3 (12.70 MB)

 
Listen to the complete feature
In this feature he shares his views on currencies, the role gold could play; draws our attention to (in the context of currencies) why inflation often gets forgotten, the link to commodities and the pivotal role of demand and supply

Duration: 13:51 

  logo

Or listen to selected sub-features
  • Q1 - Dennis, what are your thoughts on currency manipulation?
                Cheapening currencies and the consequences
                Historically, gold as a currency and how it was manipulated

    Duration: 03:55 


  • Q2 - Gold and the role it plays now
                Printing money always, in the end (long term) results in inflation

    Duration: 01:41 


  • Q3 - Can we really shift back to using gold as a currency?
                Implementation and acceptance issues
                The role of politicians
                Valuation related issues
    The fate of the Euro?
                Innovation and creativity need to be stimulated and giving money away doesn’t necessarily help realise this objective.
                Creating a second currency - introducing a shadow currency?

    Duration: 04:59 


  • Q4 - Investment opportunities in currency
                Exploiting the interest rate differential
                Positing for emerging markets
                The commodity-currency link


    Duration: 03:15 



Radio Link
  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Opalesque Exclusive: Ex-Man manager combines sustainable investing with AI/ML[more]

    Benedicte Gravrand, Opalesque Geneva for New Managers: Dr. Richard Bateson, quant fund manager and physicist, has recently

  2. Alternative asset firm YieldStreet surpasses $100m of loans funded in less than 8 quarters[more]

    Komfie Manalo, Opalesque Asia: Alternative asset investment platform YieldStreet reported that it has surpassed $100m in loans funded in less than eight quarters from accredited investors and single family offices. YieldStreet was founded by Milind Mehere and Michael Weisz. In a

  3. Investing - Investor appetite for high-growth IPOs to be tested, Apollo boosts fund's stock allowance for 'diamonds in the rough', Hedge funds uncertain over outlook for Hargreaves Lansdown[more]

    Investor appetite for high-growth IPOs to be tested From FT.com: The US listings market is poised for a busy week with deals that will test investors' appetite for high-growth - but lossmaking - companies. Eight new listings are scheduled for this week, the most since October of 2016,

  4. Hedge funds holding Puerto Rico bonds are looking at a long battle[more]

    Komfie Manalo, Opalesque Asia: Hedge funds which bought Puerto Rico's distressed debt bonds are facing the prospect of a long road ahead to recover their investments as the Caribbean island is attempting to use a U.S. Congress-approved rule that allows it to exploit a bankruptcy-like proceedings

  5. Other Voices: "Winner-take-all" dynamics and hedge fund investing[more]

    A growing stream of thinking in microeconomics is the concept of "winner-take-all" dynamics. The idea seems simple. A combination of networking economics and classic economies of scale creates situations where there are just a few dominant firms or economic agents who are able to capture significant