Tania Reif
Investment Manager, Global Macro Emerging Markets
Alphadyne Asset Management
Check out the incredible speaker line-up to see who will be joining Tania.
Download The Latest AgendaTUESDAY, MARCH 10TH, 2020: DAY ONE – ANTICIPATING AND MANAGING RISK
Tuesday, March 10th, 2020
1:30 PM PRESENTATION: Making Sense of Divergence in Local and FX Rates
Typically you expect to see local currency rates and FX outperforming in a supportive macro environment – but this has not been seen in EM in the past year. Even though local rates performed, FX did not. Why is this happening and what does it mean?
•Track the flow of central bank policy from developed markets to EM
•Quantify the shortfalls of asset allocation due to FX not performing
•Set expectations for rates in 2020
