Currency markets have largely stabilized after the global financial crisis triggered massive swings in most currency pairs. However, with this normalization, imbalances that were prevalent before the crisis have re-emerged and many currency pairs are now trading far from their fair values.

Key questions remain: What is the impact of ballooning government deficits on the outlook for currencies? Will potentially surging inflation threaten major currencies? What will happen to the US dollar if central banks diversify their FX reserves? In his presentation, Thomas will first look at the state of the global economy and the relevant issues that matter for tactical currency decisions. He will then address some of the key longer term issues that threaten the US dollar and in his view will lead to stronger emerging market currencies.

About the speaker, Thomas Kaegi

Thomas graduated from the University of St. Gallen in Switzerland with a master's degree in economics. Thomas Kaegi is heading the Macroeconomic Research APAC team at Wealth Management Research Asia in Singapore, and a senior economist covering Asia. Thomas is responsible for WMR's economic views on Asia and is involved in formulating Asia equity strategy.

As a speaker, Thomas covers the global and Asian economic outlook, currency outlook and investment strategy as well as selected special topics such as behavioral finance. Thomas began working for Wealth Management Research in Zurich in 2002, where he conducted primary research on Switzerland and Europe.Thomas has been quoted in various newspapers such as Financial Times, Neue Zürcher Zeitung, Business Times. He has appeared as interview partner on Bloomberg TV, Channel News Asia or NHK.

Thomas is also a Chartered Alternative Investment Analyst and a member of Global Association of Risk Professionals. 

For more information, please visit FPAS.