Currencies

Currency Management: Minding the pennies and cents

Investment and Pensions Europe (IPE): 1 Nov 2012 01 Nov 2012 Pension funds are learning that currency costs need to be managed, writes Gerry O’Kane The world of currency strategy has recently had to welcome a new set of players – those offering greater certainty in pricing performance with their transaction cost analysis (TCA)...

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Active Strategies – currency hedging that delivers smarter risk management

Active Strategies – currency hedging that delivers smarter risk management

Currency Investor, Active currency management is getting a new breath of life. As global economies lurch towards stagnation and the thermometer of equity markets moves erratically, reflecting the hot and cold attitudes of investors, there is a growing realisation that poor currency management can hit a portfolio’s bottom line and badly. Gerry O’Kane canvasses...

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Performance analytics – helping to bring transparency to the FX pricing process

Currency Investor For years, many professional currency practitioners have seen trustees’ and investment managers’ eyes glaze over when asked two questions: how much they paid for the currency management component of their securities trading and how transparent the cost was to them. The same people would probably have completely dozed off had practitioners asked...

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Middle East: regional E-forex perspective

Gerry O’Kane looks at growth in e-FX throughout the Middle Eastern markets and how resistance to electronic systems is changing rapidly in the fast shifting economic and socio political geography of the region. Only five years ago there was an acceptance in most of the international banking community with operations in the Middle East,...

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Timing: – just how important is it for achieving currency alpha?

Currency Investor, Winter 2010 Within the equities world there has been some discussion over whether market timing is a viable investment strategy or simply a form of gambling based on chance. The argument goes that prices might exhibit the ‘random walk’, a mathematical concept of a trajectory made up of random steps, but that...

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From strategies to style buckets: searching for weakness in the investment process

Currency Investor Autumn 2010 Whatever varying opinion you might get from investment managers, the one thing they will agree upon is that investment strategies have weaknesses. What they won’t agree on is which style has what weakness because that might undermine their own business, but you can be sure everyone can highlight flaws. What...

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Currency ETFs: Opening up investment opportunities with new layers of diversification

Currency Investor Summer 2010 Most investment portfolios would have been happy to get returns of over 40% for the financial year 2009. And that, according to Nik Bienkowski, Managing Director of ETF Securities, would have been what you would have got had you bought an Australian dollar ETF last year and paid in US...

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Investable FX Indices: extending access to uncorrelated and sustainable Currency Returns

Currency Investor Summer 2010 The Index world has grown exponentially over the past two decades. In part this was a result of new investment products emerging from traditional financial marketplaces like national stock exchanges, but also the recognition that alternative asset classes existed into which institutional investors might be persuaded to allocate their money....

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Euro – THE FIRST 100 DAYS

Second Quarter 1999 The world is now several months into the dawning of the age of the Euro. Lately, however, the argument has been that it has not provided Europe with the new age of enlightenment that was widely expected. Here Feature Writer Gerry O’ Kane, talks to some of Europe’s leading economists to...

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More than the peg

Benchmark – Fourth quarter 1998 The bad news for Hong Kong is that George Soros gets his currency bets right most of the time, just ask John Major, President Suharto, Mahathir Mohamed or Boris Yeltsin. Ask Hong Kong’s financial secretary, Donald Tsang, and he would reluctantly have to agree also. Now, apparently, Soros is...

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Categories

Feature

China’s battle with water pollution is up-hill all the way

As the debate over revisions to China’s Environmental Law rumbles on, new incidents of groundwater and river pollution pour out of the Chinese media...

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China’s energy strategy will make waves for years to come

Follow the money, CleanBiz.Asia The economic turmoil of the financial crash saw China being feted as a white knight with drawbridges being lowered to...

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Currency Management: Minding the pennies and cents

Investment and Pensions Europe (IPE): 1 Nov 2012 01 Nov 2012 Pension funds are learning that currency costs need to be managed, writes Gerry...

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Forget the world as we knew it

Follow the Money, CleanBiz.Asia It was like an elephant in the corner of the room. Hurricane Sandy came roaring through the Northeast United States,...

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Hong Kong-listed logging company continues global rape

CleanBiz.Asia Malaysian logging group Samling, has been accused of using illegal logging permits to give it access to pristine forests in Liberia. The case...

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