Wed, Sep 28, 2016
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. Nobel Sustainability Trust, Prince Albert II of Monaco help launch major new initiative to drive sustainable technologies[more]

    Matthias Knab, Opalesque: The Nobel Sustainability® Trust ("NST") is leading a major new initiative to finance, incubate and accelerate the development of clean technologies. The initiative will start with the formation of the Nobel Sustainability Fund® ("NSF"). NSF will drive faster access t

  2. Studies - Hedge funds’ study reveals vast disparity in types of investors securing side letter arrangements, Cambridge: Look to private investments for best access to LatAm growth[more]

    Hedge funds’ study reveals vast disparity in types of investors securing side letter arrangements A new study of the hedge fund space by industry law firm Seward & Kissel LLP reveals a wealth of information regarding established hedge fund managers’ use of side letters—special agreements

  3. Activist News - Caesars 'optimistic' on deal with hedge fund creditors[more]

    From Reuters.com: Caesars Entertainment Corp said on Monday it remains "optimistic" of reaching a $5 billion deal with the bulk of its creditors to push its main operating unit out of bankruptcy, but one hedge fund bondholder said it will pursue litigation. Caesars offered a sweetened $5 billion set

  4. Hedge funds recover from losses as central banks give markets a respite[more]

    Komfie Manalo, Opalesque Asia: The Lyxor Hedge Fund index was up 0.4% from the week ending September 20 (-2.4% YTD), supported by the willingness of central banks to remain accommodative, Lyxor Asset Management said in its weekly briefing. It ad

  5. Perry Capital closing flagship fund after almost three decades[more]

    From Blooomberg.com: Richard Perry, one of the biggest names in hedge funds, is calling it quits after 28 years. Perry, 61, is winding down his New York-based flagship fund as the industry confronts one of the most tumultuous periods in its history. In a letter to investors Monday, he said his style