『The Validus View』のカバーアート

The Validus View

The Validus View

著者： Validus Risk Management
無料で聴く

このコンテンツについて

 Welcome to The Validus View – a podcast for private capital managers and institutional investors seeking clarity in a complex macro world. Hosted by Kevin Lester, CEO of Validus Risk Management, this series explores the intersection of global markets and private capital. From interest rates and inflation to currency dynamics and fund finance, each episode dives into the macro forces shaping portfolios today and the decisions that follow. With insights from industry experts and contributors across Validus, The Validus View offers strategic perspectives tailored to the realities of private capital investing.Copyright 2025 Validus Risk Management マネジメント マネジメント・リーダーシップ 個人ファイナンス 経済学
エピソード
  • Is the Dollar’s Reign Under Threat?

    Is the Dollar’s Reign Under Threat?
    2025/08/11

    The U.S. dollar has long been the cornerstone of global finance, but shifts in markets and investor sentiment are raising new questions about its future. In this episode of The Validus View, CEO Kevin Lester sits down with CIO Kambiz Kazemi to explore the forces shaping the dollar’s trajectory and what they mean for private capital and institutional investors. They discuss the gradual erosion of the dollar’s dominance, why the euro and renminbi have yet to take its place, and whether its safe haven reputation still holds. The conversation also looks at why Canadian institutional investors hedge the dollar less than their global peers, the advantages of a more tactical approach to currency hedging, and the potential economic risks on the horizon. Packed with insights on macro trends and practical takeaways, this is a timely discussion for anyone navigating today’s interconnected markets.
    続きを読む 一部表示
    22 分
まだレビューはありません