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Opportunities in FX fuelled by the FED

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.

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