KEYNOTE SPEECH: Joe Zhou, Ortus Capital Management Investing in an era of economic divergence
Thu Mar 22, 2012
In a lively and educational keynote address that was delivered in true professorial style, Joe Zhou, CIO of Ortus Capital, explained why the FX market presents the best opportunities to generate alpha in an era of economic divergence
Joe Zhou made an interesting point at the very outset of his
presentation: despite significant trading volumes, currencies
form a small portion of global allocators' portfolio. And yet,
for an investor operating in an environment where the global
economies are facing significant economic divergence, there is
no better option than currencies to deliver returns.
"If we look at the movement of the US dollar...
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