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