Media

European Pensions: Opportunities in Currency for Pension Funds resulting from the Pandemic

Date 03/06/2021 |
by Site Moderator

Although the drivers behind currency investing have remained largely consistent, economies and central banks, in terms of both monetary and fiscal policy, are now moving in different directions. This comes largely as a result of markets seeing the effects of the COVID-19 pandemic subsiding, and with this comes significant opportunities within the currency market, but also risks as circumstances can change quickly. Dmitri Tikhonov, Chief Investment Officer at Record Currency Management, echoes this sentiment, commenting that whilst opportunities exist within carry-based strategies, investors should be wary given the possibility of continuous and sudden central bank intervention. He further notes that value- and momentum-based strategies are providing opportunities for generating return within currency markets.

For the full article, click here (page 24).