Macro Strategy Views – Cross-asset allocations and the importance of the USD

This week, we discuss a systematic framework for analysing investments, which distinguishes secular trends from tactical asset views. In our view, the USD is a key driver of asset returns, which is often overlooked. We discuss whether we are at a secular turning point for the USD and what this implies for asset performance. Global Head of FI&C Research Thomas Harr chairs today’s podcast and he is joined by Senior Analyst Kristoffer Kjær Lomholt and Senior Analyst Lars Sparresø Merklin.

Om Podcasten

In our podcast, Macro Strategy Views, we focus on topical macro and market themes targeting investors and trading corporates. Host Thomas Harr will discuss weekly market views, and deep dive into a selected theme together with his co-host of the week.