Diversify the Buy - podcast episode cover

Diversify the Buy

Feb 19, 202625 minSeason 1Ep. 95
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Episode description

Over the past 6-12 months Treasury yields are rangebound, gold surged, but the USD has weakened. Despite the de-dollarization narrative, investors have continued to accumulate USD denominated assets, but with a cautious bias (i.e. hedging). To unpack these complexities you will hear insights from Blake Gwinn (Head of US Rates Strategy), Richard Cochinos (FX Strategy), and Chris Louney (Natural Gas and Gold Strategist).

Participants:
  1. Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
  2. Cathal Kennedy (Desk Strategy), Senior UK Economist
  3. Megum Muhic (Desk Strategy), UK Rates Strategist

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

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