Episodes
In a forward-looking episode Dr. Sven Schubert from Vontobel Asset Management outlines both, why he thinks 2021 will be a risk-on year for financial markets and that volatility could pick up once again in FX towards the back end of the year. The...
Published 01/27/21
Starting the new year with a bang, this episode features three guests as Peer Joost from DIGITEC joins Lydia Solinski and Simon Bajec from 360T to discuss how the increased importance of market data is changing and shaping the FX industry. They begin by...
Published 01/06/21
This episode focuses specifically on trend following, with Andrew Strasman from Chicago-based Totem Asset Group explaining why 2020 should have been a great year for firms deploying this strategy, but also why in some cases it wasn’t. He also discusses...
Published 12/15/20
Following a contentious US election Peter Lewis, who hosts one of the most popular English language radio programmes in Hong Kong, gives his perspective on what a Biden administration could mean for China and its economy. He also discusses why the...
Published 11/24/20
This episode opens with Ian Campbell from the asset management firm TT International tracing the evolution of technology within the FX industry, explaining that one of the key changes that have emerged as a result is that firms now have many diverse...
Published 11/02/20
Although “volatility events” like the US presidential election, Brexit trade negotiations and a second wave of Covid-19 could provide investors with short-term opportunities to benefit from trends in the currency markets, Marc Chandler from Bannockburn...
Published 10/14/20
There’s been a lot of talk about NDF trading shifting towards electronic channels, but is this actually happening? Robbie Sijbrandij from Flow Traders discusses how this product segment is evolving, in addition to delivering his view on the challenges...
Published 09/22/20
The upcoming US presidential election could prove to be a crucial fork in the road when it comes to financial regulation, explains Justin Slaughter, a partner at Mercury Strategies. In this episode he talks about the potential for the politicisation of...
Published 09/08/20
The local FX market in Mexico is ripe for change, and technology could be the catalyst for it, says Juan Garcia at Banco de México. For example, he highlights that ten years ago less than 20% of FX trading in Mexico was conducted via electronic...
Published 08/25/20
In this episode Saeed Amen from Cuemacro discusses the practical challenges facing firms as they try to adopt a more data-driven approach to FX trading. These include finding a source of high-quality data for non-spot FX products, overcoming the...
Published 08/03/20
This episode opens with MacGillivray talking about her firm’s technology stack for multi-asset dealing, explaining that there is no “one-size-fits-all” solution and, therefore, the desk has instead built out a “best-of-breed” model which deploys asset...
Published 07/20/20
In this episode Christopher Cruden, CEO and Director of the hedge fund Insch Kintore Ltd., reflects on how the FX markets have changed since he launched his first currency trading programme back in 1991 and explains how he has adapted his trading...
Published 07/13/20
Institutional investment portfolios have become increasingly international over the past decade, with one unintentional consequence of this being that FX exposures have similarly increased. As Momtchil Pojarliev, Head of Currencies at BNP Paribas Asset...
Published 07/07/20
In this episode Alejandro Padilla, Executive Director of Economic Research & Financial Markets Strategy at Grupo Financiero Banorte, gives his outlook for emerging market currencies, noting that contagion curves and stimulus policies are likely to...
Published 06/30/20
The impact of technology on relationships within the FX industry is one of the central themes of this episode, with Melody Martinez-Davidson from BBVA. She explains that e-trading can actually benefit salespeople by eliminating the administration around...
Published 06/23/20
In recent months, everyone has had the experience of being on a virtual group call. Conversation is punctured by awkward silences, followed by two or more people trying to talk at once, as technology still doesn’t fully compensate for in-person...
Published 06/22/20
The FX Global Code of Conduct has been a big industry-wide initiative in recent years, but when volatility exploded back into life earlier this year, did it really make a difference? In this podcast episode James O’Connor from the Bank of England talks...
Published 06/22/20
In this podcast Livingsmith highlights that FX Swaps are the core funding instrument for most financial institutions – and therefore are critical within financial markets – but that even now pricing for these often remains significantly wider than...
Published 06/22/20
Alex Clark talks to 360T about the liquidity issues caused by the sudden combination of market volatility and people working from home. However, he says that despite stressed liquidity conditions FX algorithms have performed well, enabling the trading...
Published 06/22/20
If you could go back in time six months before the pandemic, what advice would you give yourself? This is one of the questions put to JB Mackenzie, Managing Director, Futures and Forex at TD Ameritrade, in this podcast episode. He also talks about the...
Published 06/22/20
In this lively discussion Bhav Trivedi talks to 360T about the technical challenges associated with trading in an isolated environment. He also points out how the recent FX volatility tested banks’ re-pricing and auto-hedging capabilities, and why an...
Published 06/17/20
In this podcast episode Juan Landazabal from GAM Investments runs through some of the key factors that had to be considered as trading activity moved out of the office and into people’s homes. Having now adjusted to this initial wave of change, he also...
Published 06/17/20
Nigell Todd talks to 360T about some of his positive takeaways from the recent experiences adapting to the Coronavirus pandemic, suggesting that it could lead to more compassion in the workplace. Todd also says that it is “naïve” to think there will be...
Published 06/17/20
In the inaugural episode of “Business as Un-Usual” Jim Rockall from Record Currency Management explains how the fallout from the Covid-19 pandemic has forced his firm to reconsider its compliance and technology boundaries and adapt to new communication...
Published 06/02/20