“Five Minute Macro” Video Series – May 5, 2021
Welcome to another addition of Forstrong’s Five Minute Macro video series. During each episode our team will discuss the most important macro trends moving markets.
This episode focuses on the importance of active currency management. With recent government policy causing increased volatility in the FX space, we discuss how a prudent framework to evaluate global currencies provides investment managers with a significant advantage and the ability to build more robust and resilient strategies for clients. We also examine the current state and outlook of the USD and how an income client can add alpha to their portfolio by obtaining exposure to specific currencies.
Listen to John Teskey, VP of National Accounts and David Kletz, VP, Portfolio Manager, discuss the above: