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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

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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 

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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 



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