Currency Management in a World of Uncertainty

Monday, October 2, 2017

Active currency strategies can generate positive real returns that are uncorrelated to traditional asset classes, yet they are underutilized and often misunderstood.

Contrary to conventional wisdom, currencies exhibit strong fundamental value reversion—stronger, in fact, than equity or bond markets—but a fundamental valuation framework must be married with additional investment disciplines, such as game theory, to pursue superior investment results.

In this webcast, Thomas Clarke, a portfolio manager on William Blair’s Dynamic Allocation Strategies (DAS) team, will explain the fundamental drivers of exchange rates and discuss the macro-thematic and geopolitical forces influencing opportunities in currency markets today.

Listen to the webcast

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