Infection, Invasion & Inflation: 2022 FX Volatility
There have been predictions of anywhere from seven to eight U.S. rate hikes. The recent invasion of Ukraine has created huge humanitarian and economic risk, along with potential food shortages and price hikes across Europe. Crude oil has surged above $100. Meanwhile, in Asia, supply chains remain below capacity as Omicron cases skyrocket and hinder those with COVID-zero policies.
The inflation issue has now turned into the very real prospect of "stagflation".
Join us as we survey the overall economic situation, China, and the yuan and the G-10 currencies after the March 16 FOMC meeting. Bloomberg Intelligence will present on the economy and currencies, after which we will hear from David Dredge, CIO of hedge fund Convex Strategies, who will give his take on the current global situation and its effect on FX volatility.
Speakers
David Dredge
CIO, CEO and Director
Convex Strategies
David Dredge is CIO, CEO and a Director of Convex Strategies Pte Ltd. Mr Dredge fulfilled these same roles while managing the Fund under City Financial Investment Company Pte Ltd. Prior to joining City Financial Investment Company Pte Ltd, Mr. Dredge worked as Co-Chief Investment Officer at Fortress Investment Group LLC. Prior to joining Fortress in 2011, Mr. Dredge was a Managing Director and Portfolio Manager at Artradis Fund Management in Singapore, where he was responsible for the non-equity aspects of their volatility based portfolio. Previously, Mr. Dredge built Asian and Global EM businesses for RBS/ABN AMRO Group and Bankers Trust. Prior to that he performed various trading roles for Bank of America in San Francisco, London, Singapore, Jakarta, Tokyo and Hong Kong. Mr. Dredge is a main committee member of the Singapore Foreign Exchange Markets Committee (SFEMC). Mr. Dredge graduated from University of Utah with a degree in Finance and completed an MBA at the University of California, Berkeley.
Audrey Childe-Freeman
Chief G10 Currency Strategist for Bloomberg Intelligence
Bloomberg
Audrey Childe-Freeman is Chief G10 Currency Strategist for Bloomberg Intelligence, based in London, with expertise in G10 FX, macroeconomics and central banking. Before joining BI, Audrey was the founder, Managing Director and Chief Strategist of FX Knowledge Ltd. Prior to FX Knowledge, she was head of Foreign Exchange Strategy at BMO Capital Markets and global head of Currency Strategy and European head of Currency Strategy at JP Morgan Private Bank. In previous roles, Audrey was Senior Currency Strategist at Brown Brothers Harriman and Head of European Economics at CIBC. Audrey holds a master’s degree in Economics from Birkbeck College (University of London), a degree (Maitrise) in Economics from the University of Montpellier (France).
趙志軒
亞洲首席外匯及利率策略師
彭博策略研究
趙志軒，擁有特許金融分析師（CFA）資格，現任彭博策略研究亚洲首席外汇及利率策略师，主要分析各大亞洲經濟體的宏觀、外匯以及利率走勢。趙志軒先在英國牛津大學獲得物理系學士學位，再於英國倫敦帝國理工學院完成金融系碩士學位。畢業後，曾任職於日本三菱東京銀行，和建設銀行（亞洲）。從事策略研究前，曾擔任外匯、利率交易員。
Tamara Henderson
ASEAN Economist
Bloomberg
Tamara is Bloomberg's economist for Southeast Asia. She has been a professional economist since 1986, covering the mature economies and emerging markets of Europe and Asia. Tamara focused on currency and fixed income strategy between 2002 and 2014, during which time she accumulated a strong track record for her trade ideas.
In previous roles, Tamara was deputy head of the International Monetary Fund’s Investment Unit in Washington, DC. She worked as an economist for Citigroup in London and was head of Asian currency and rates strategy for ANZ Banking Group in Singapore.
Tamara has MA and PhD degrees in Economics from Claremont Graduate University (USA) and a bachelor's degree in Foreign Affairs from the University of Virginia (USA). She is also a CFA Charterholder and the author of Fixed Income Strategy: A Practitioner’s Guide to Riding the Curve, published by Wiley.
John Lagman
Asia FX Workflow Specialist
Bloomberg
John Lagman is Bloomberg's APAC Crypto Lead. He joined Bloomberg at the end of June 2014, and works with the Sales teams to provide solutions to address the complex needs of the clients. This is done via direct one-on-one training or seminars on FX and introducing and explaining how Bloomberg applications can help make clients’ workflows more efficient. He also provides feedback internally on applications to develop in order to assess the clients’ needs.
John has 14+ years of experience as an FX Options Trader/Manager based in Singapore and was an FX Options Trainer for ACI Singapore and Malaysia. Previously, he also worked for 2+ years on the buyside as a FX/Rates/Credit Execution Trader & Strategist. He has a B.S. in Economics from Purdue University and a Masters in Economics from Brandeis University.