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...
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...
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,...
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...
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...
