Jonathan Davies

Head of Currency
UBS Asset Management

Jonathan Davies is Head of Currency within the Global Investment Solutions (GIS) team, based in London. His primary responsibility is setting currency strategy both as an overlay component of global portfolios and in Global Tactical Asset Allocation (GTAA) strategies.
He is UK Investment Coordinator with overall responsibility for the investment of all UK clients’ portfolios. He chairs the UK Investment Committee and he is also a member of the Asset Allocation and Currency Committee.
Jonathan joined UBS Investment Bank in 1992 as a bond analyst in the London office, specialising in European bond markets. He later moved to Zürich to join the firm’s fixed income division. After the UBS / Swiss Bank Corporation merger in 1998, he moved into his present role, returning to London in 2002.
Prior to joining UBS, Jonathan held positions at the Institute for Fiscal Studies and the Financial Services Authority.

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TRADING FX IN A NEW REGULATED MARKET

Thursday, April 9th, 2015

16:30 360° Perspective FX as an asset class of its own- How to generate alpha

• Historical and future outcome of FX alpha - any market conditions that favour alpha strategies better than others
o Historical outcome of FX alpha the last 3-5 years?
o What are the return prospects and risk factors over the next 3 years?
o What will be the position of FX in asset allocation strategies once interest rates start rising?

• Common strategies vs tailored strategies - benefits of being part of the herd vs being on your own
o Determining strategies that yield significant returns

• Cross product margining - a prerequisite for efficient FX alpha strategies?
o How to integrate FX into portfolios?

• Retail FX Alpha - long term strategies vs outright bets
o As the most liquid asset, why does FX struggle to gain recognition as an asset class?