27 September 2023
Alan Dunne joined Niels Kaastrup-Larsen on Top Traders Unplugged podcast recently to speak about global markets, asset allocation and systematic trading.
The conversation covers:
· The evolution of FX markets and FX trading and why we are seeing strong performance from FX traders recently
· Why rising debt levels and debt sustainability is becoming a key focus in markets; Alan reviews Prof. Barry Eichengreen’s recent paper presented at Jackson Hole
· The global macro backdrop, asset allocation and some interesting research on asset class returns
· Feedback from a recent conference on what hedge fund allocators are seeing as the key themes at the moment.