Date: Saturday, December 8, 2012
Topic: Currencies: Diversification and Inflation Hedge
Speaker: Kieran Osborn, Senior Analyst, Merk Investments
When traditional asset classes, like equities and fixed income, move in tandem, how do you protect against the downside? How do you fight the inflation boogeyman? Where do you find uncorrelated returns, low volatility and profit opportunities regardless of the market direction? What is happening with the U.S. dollar, the euro, yen and gold and how do they impact your portfolio? Kieran Osborne, an authority on currencies, will discuss the current macroeconomic forces driving global currencies and how the currency asset class may help provide diversification and inflation hedge.