Macro Strategy Views: FX as an asset class – why, how and implications

In our weekly Macro Strategy Views podcast, we argue that investors should treat foreign exchange as an asset class and we discuss a framework for analysing FX markets. This makes a lot of sense for, in particular, real money funds to manage currencies increasingly actively. Over the short to medium term, capital flows determine exchange rates. Global Head of FI&C Research Thomas Harr chairs today’s podcast and he is joined by Head of FX Research Christin Tuxen.

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.