As a technology provider for the global foreign exchange market, 360T interacts daily with a wide spectrum of international financial institutions that contain a wealth of expertise, knowledge and insight regarding the world’s largest asset class. In our podcast series we look to tease out just a fragment of this information inviting our listeners to join an exchange amongst industry professionals with each episode.The episodes themselves consist of short, informal interviews with senior figures from market-leading firms within the FX industry, exploring some of the key trends and themes they see impacting the market today. Tracing the evolution of technology, liquidity, credit, data analytics, market structure, trading strategies and more, this podcast series offers a wide range of unique insights regarding how the FX market today is developing around us.
Episode 40 - Ivan Asensio, Head of FX Risk Advisory, Silicon Valley Bank
In our latest podcast episode Ivan Asensio from Silicon Valley Bank discusses two recent papers, which he co-authored looking at the impact of FX on firms looking to raise equity and those preparing for an IPO. The results of both, he argues, help to make the case that FX should be viewed as a strategic rather than operational concern within organisations.
Asensio also talks about how the marketplace has shifted to “a new paradigm” where controlling costs has replaced growth as the primary focus, and claims that this makes effective FX management more important than ever.
Episode 39 - Pedro Jobim, Chief Economist and Founding Partner, Legacy Capital
We are in a period of economic uncertainty with rising inflation, divergent central bank policies, supply chain constraints and geopolitical turmoil fueled by a land war in Europe.
Against this backdrop how should investors be positioning themselves and what should we expect in the currency markets? These are amongst the questions that Pedro Jobim from Brazilian hedge fund Legacy Capital addresses in our latest episode.
Jobim also provides his economic outlook for Brazil ahead of what is shaping up to be a potentially contentious presidential election there later this year.
Episode 38 - Hugo Gordon, Senior Policy Advisor at the Investment Association
The Investment Association (IA), which represents UK-based investment firms managing £9.4 trillion of assets globally, recently published a briefing paper calling for reform on FX sub-custodian timestamping.
In this episode Hugo Gordon from the IA explains why this issue, which might initially seem to be something of a niche concern, can have significant ramifications for investment managers and outlines steps which can be taken by both buy-side and sell-side firms to help resolve it.
Gordon also discusses the FX Global Code of Conduct, highlighting some of the factors which might have slowed buy-side adoption previously and areas where increased clarity has been welcomed by the IA’s membership.
Episode 37 - Eoin Fahy, Head of Responsible Investing at KBI Global Investors
In this episode Eoin Fahy from KBI Global Investors provides a buy-side perspective on ESG investing, arguing that applying these principles to investment decisions actually helps rather than hinders the overall performance of portfolios. He also explains how the considerations around ESG investing have grown substantially more sophisticated in recent years as its popularity has exploded and ponders how these principles will ultimately be applied to the FX market.
Episode 36 - Duncan Higgins, Founder, Sustainable Trading
ESG: What Isn’t Being Talked About
ESG has, to put it mildly, been a hot topic within financial services in recent years, but in our latest podcast episode Duncan Higgins from Sustainable Trading argues that while much of the focus has been on products or processes that are ESG-friendly there are myriad of ways that operational processes could also be improved on this front. He goes on to talk about the need to define ESG best practices for the industry, why change needs to be driven from both the top-down and the bottom-up and how firms can avoid initiatives in this area becoming simply “tick-box” marketing exercises.
Episode 35 - Colin Lambert, Co-Founder of The Full FX
Joining the podcast once again Colin Lambert ruminates on some of the most surprising developments in the FX industry during 2021 and picks out what he believes to be the most consequential news story of the past year. Looking ahead, he argues that the FX Swaps will continue to propel the overall marketplace towards growth in the upcoming BIS survey and makes a series of predictions — including some wildcards — about what to expect in 2022.