BVTV: Carry, valuations and fundamentals – the pillars of currency investing

By Carlo Putti

Emerging market currencies have been back in the spotlight in recent weeks after significant repricing – so it seems like a good time to lift the lid on how we think about currency trading. While there are many different aspects to take into consideration, there are three key factors – carry, valuations and fundamentals – that we keep front of mind.

With lower returns from bonds in recent years, currencies may have an increasingly important role to play in future, so watch BVTV to find out more.

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The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.

Carlo Putti

Job Title: Investment Director

Specialist Subjects: Macroeconomics and IG credit

Likes: MotoGP, Football and Italian pizza

Heroes: Valentino Rossi, Steve Jobs and Donald Duck

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