Podcasts about insight investment

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, is joined by Jim Kaniclides, Head of U.S. Insurance, and Jeff Burger, CFA, Senior Portfolio Manager of Municipal Bonds at Insight Investment. Together, they discuss the evolving landscape of municipal bonds, offering insights into how insurers can balance yield, liquidity, and safety in today's fixed-income markets.   Jim and Jeff break down the shift from tax-exempt to taxable municipal bonds, their role in insurance portfolios, and the diversification benefits they provide compared to corporate bonds. They also highlight how municipals align with ESG and impact investing trends while maintaining historically low default rates. Tune in for an in-depth discussion on why municipal bonds remain a compelling asset class for insurers seeking quality and stability.  

Paul Benson, Head of Systematic Fixed Income at Insight Investment, BNY Investments, discusses how the current backdrop supports the opportunity for investors to diversify their portfolios through Fallen Angels, which are bonds that have had an investment-grade rating due to the issuer's weakened condition. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.

In this episode of the InsuranceAUM.com podcast, host Stewart Foley sits down with Paul Benson, Head of Systematic Fixed Income at Insight Investment, to dive deep into systematic fixed income and its growing relevance in today's investment landscape. Paul discusses the evolution of systematic strategies since Insight's early adoption in 2001, focusing on key innovations such as credit portfolio trading and enhanced liquidity in the high-yield markets. He also touches on the growing role of ETFs and how they integrate with insurance companies' portfolio needs.   The conversation further explores the customization potential of systematic strategies to fit the unique constraints insurance companies face, such as capital charges, duration, and rating bucket optimization. Paul shares insights on how rising rates have reshaped the private credit and high-yield landscape, and why high-yield bonds are becoming increasingly attractive for income-focused insurance portfolios. This episode provides valuable lessons for insurance investment professionals interested in integrating systematic fixed income into their strategic asset allocation.

Increased electronification and the growing prevalence of portfolio trading are creating opportunities for systematic credit, which seeks to harness the explosion of data to create models and strategies, says Paul Benson, head of systematic fixed income at Insight Investment. Benson joins BI credit strategists Noel Hebert and Sam Geier to discuss the history of the systematic approach, model dependency, excess liquidity premiums and identifying relative value. That and more in this latest episode of Credit Crunch. Credit Crunch is part of the FICC Focus podcast series.

Today we have sort of a dual podcast. We're going to be talking about the evolution of insurance asset management, and we're going to be talking about esoteric ABS in particular as an asset class. And we're joined by Kerry O'Brien, head of Insurance Portfolio Management at Insight Investment, and Richard Talmage, CFA, portfolio manager at Insight Investments.

Die Themen im heutigen Versicherungsfunk Update sind: Marktanteile der 5 größten deutschen Lebensversicherer nach Prämieneinnahmen 2022 Die Marktanteile in der Lebensversicherung nach Prämieneinnahmen verteilten sich 2022 wie folgt: Die Allianz kommt auf 23,23 %, die Öffentlich-rechtlichen Versicherer vereinen 9,03 % auf sich, Generali kommt auf 8,91 %, R+V sichert sich 8,33 % Marktanteile und Talanx 4,51 %. Das geht aus Marktanteilsstatistik der KIVI GmbH hervor, auf die im aktuellen Themendossier der Versicherungsforen Leipzig hingewiesen wird. Versicherer befürworten Anhebung des Höchstrechnungszinses Der Gesamtverband der Deutschen Versicherungswirtschaft (GDV) begrüßt die Empfehlung der Deutschen Aktuarvereinigung, den Höchstrechnungszins ab 2025 von derzeit 0,25 auf 1,0 Prozent anzuheben. „Die empfohlene Zinsanhebung ist aus unserer Sicht eine angemessene Reaktion auf das allgemein gestiegene Zinsniveau. Dies wird sich positiv auf die Gestaltung von Lebensversicherungsprodukten auswirken, wovon Verbraucherinnen und Verbraucher profitieren”, sagt GDV-Hauptgeschäftsführer Jörg Asmussen. R+V mit neuem Konzept für betriebliche Gesundheitsvorsorge Der Fokus des neuen R+V-Gesundheits-Konzepts PROFIL liegt auf neuen, leistungsstarken Budgettarifen. Diese gibt es nun auch für einen jährlichen Betrag von 1.200 und 1.500 Euro statt bisher ausschließlich in Höhe von 300, 600 und 900 Euro. Neben Leistungen für ambulante Vorsorgeuntersuchungen, Sehhilfen, Naturheilverfahren und Zahnvorsorge können auch Leistungen für Zahnersatz in Anspruch genommen werden. Subbudgets, die die Erstattungshöhe bei ausgewählten Leistungen wie z.B. Sehhilfen begrenzen, sieht die neue Produktwelt nicht vor. FM Global: McCoy ins Board of Directors berufen FM Global, einer der weltweit größten Industriesachversicherer, hat die Juristin Christine Kocot McCoy, Executive Vice President und General Counsel bei Ascension Health Alliance, einer der führenden katholischen Non-Profit-Organisationen im US‑Gesundheitsbereich, in das Board of Directors berufen. Das Board setzt sich aus Führungspersonen international renommierter Produktions-, Vertriebs- und Dienstleistungsunternehmen zusammen. Rekordniveau bei der Ausfinanzierung von Pensionsplänen Der Ausfinanzierungsgrad betrieblicher leistungsorientierter Altersversorgungssysteme hat sich im Jahr 2022 global auf 96 % verbessert und damit ein Allzeithoch erreicht. Dies ist vor allem auf den starken Anstieg der Rechnungszinsen für Pensionsverpflichtungen zurückzuführen. Dies geht aus einer Studie, die von Professor Dr. Olaf Stotz (der Frankfurt School of Finance & Management) im Auftrag von Insight Investment, einem globalen Asset- und Risikomanager, durchgeführt wurde. Rentenversicherung: Fehler beim Versand von Renten­ausweisen Beim Renten-Service der Deutsche Post AG kam es zu einem fehlerhaften Versand von Rentenausweisen. Anschreiben und Rentenausweise wurden teilweise falsch zugeordnet. Rentenberechtigte erhielten den Rentenausweis einer anderen Person. Betroffen sind Rentner mit Rentenbeginn am 1. Dezember 2023. Die Deutsche Rentenversicherung und der Renten Service der Deutschen Post AG bitten um Nachsicht. In den nächsten Tagen werden die Betroffenen angeschrieben.

Since the GFC in 2008, the world has delivered the perfect storm for equity returns, but central bank pump priming has now ended and equities are no longer the reliable investment partner many have come to love and know. Even through this perfect equity storm, high yield bond returns have been reliably similar to equities but with contractual income and much lower dispersion. Advances in trading technology have created liquidity in the higher yield segment allowing their compelling risk/return benefits to be unlocked. Achieving equity like returns with much lower risk and equivalent liquidity is the holy grail that is now on offer from high yield... an investment partner like no other! - Paul Benson, Insight Investment. Earn 0.25 CE/CPD hrs on Portfolio Construction Forum

The Liability-Driven Investment (LDI) events of Autumn 2022 were unprecedented for the UK pensions industry. Assets widely regarded as being “risk free” saw their value fall by more than half in the space of a week.Raj Mody is joined by Lauren Brady, Solution Designer in the Client Solutions Group at Insight Investment, and Sam Seadon, pensions investment advisory lead for PwC.What differentiated schemes that were able to react quickly to the emerging events vs those that did not? And what could pension schemes do to protect against future challenges? Lauren, Sam and Raj share their views in this latest episode of PensionsCast.For more information on any of the topics covered in this episode, please contact the team:raj.mody@pwc.comsam.seadon@pwc.comLearn more about the speakershttps://www.pwc.co.uk/pensions/pensionscast-with-pwc.html

We speak with Insight Investment's head of responsible investment research and environmental economist David McNeil to talk about the outlook for green bonds in 2023, plus how being an environmental economist led him to his current job.

Richard Turner, Senior Trader, Currency Solutions at Insight Investment, speaks with GlobalTrading Editor Terry Flanagan about execution connectivity in foreign exchange trading. 

As virologists around the world race to investigate the latest SARS CoV2 variant of concern, the UN's World AIDS Day this week reminds us of the other global pandemic raging for some 40 years. Much of the work achieved over the last two years on SARS CoV2 has been achieved because of the investment made into, and the understanding gained from, HIV research over the last two decades. But to what further extent do they overlap in the population? There is a theory that the omicron variant, displaying so very many mutations compared to previous variants, might well have been incubated in a person suffering from a compromised immune system, possibly due to HIV, in whom the covid virus was able to linger longer than in fitter individuals. Prof. Penny Moore, of South Africa's National Centre for Infectious Disease and Witwatersrand University in Johannesburg, is one of many virologists who transferred from HIV to coronavirus research, and hers, like hundreds of labs around the world, is racing to clone the parts of the omicron virus to enable research into its transmissibility and severity as soon as possible. She describes to Vic what we yet know and what we don't about it, and also how it is high time to bring the same sense of urgency back to HIV research. Nottingham University's Prof. Jonathan Ball is another virologist who suddenly transferred experience over to coronaviruses early on. He outlines something of what is really happening when viruses mutate, and how the arms race between host and invader can play out. Our regular Inside Science listener will be interested to know that this week Merlin Sheldrake was awarded the Royal Society's Science Book Prize, sponsored by Insight Investment, and the hefty cheque that accompanies it, for his book Entangled Life: How Fungi Make Our Worlds, Change Our Minds and Shape Our Futures. Merlin is one of several high profile advisors to something called the Society for the Protection of Underground Networks - SPUN. They have received funding recently to begin an international mission to map the world's subterranean fungal mycelial networks, including the infamous Wood Wide Web. SPUN Co-Founder Prof. Toby Kiers of VU University in Amsterdam tells Vic about the need to preserve, map and cherish this unseen yet essential part of the global ecosystem. And could rising sea levels paradoxically be used to help fight climate change? Researchers up in St Andrews took Vic for a squelch about the salt marshes reclaimed recently by the sea in an estuary near Grangemouth, where flora and fauna are thriving just a few years since the seas were allowed back in. Finally, you may have thought that wasps eat meat whereas bees eat honey and nectar. But this week we learned that some bees eat meat, preserving it in honeycombs to feed young and augment their own nutrition. Intrepid field entomologist Laura Figueroa of Cornell University describes to Vic her work in the jungle with Vulture Bees, social bees that over evolutionary time seem to have rescinded their vegetarian instincts and now are happy to enjoy a bit of “chicken on the side”. Laura found that they can digest their flesh because of big adjustments to their gut microbes, including acid-loving bacteria also found in other carnivorous animals. Presented by Victoria Gill Produced by Alex Mansfield Assistant Producer, Emily Bird Made in Association with The Open University

What does responsible investment mean to treasurers? Which factors are driving change in this area? And what sort of terminology should treasurers be aware of? Joshua Kendall, Head of Responsible Investment Research and Stewardship at Insight Investment, shares his views in the first of a series of three podcasts.

Emerging Market Debt is a rapidly growing investment class but there remain a number of myths about it. Rodica Glavan, Head of EM Corporate Fixed Income at Insight Investment helps bust myths about its size, growth and characteristics. She shares her insights on how EMD has fared throughout COVID, the impact of the change of Government in the US, why EMD has lower leveraging that other similar assets classes in non EM markets and who’s investing and why. Guest Rodica Glavan, Head of EM Corporate Fixed Income at Insight Investment Host Mel Birks, General Manager, Advocacy, AIST

Find out more on our website: https://bit.ly/3qDdDYf In this webinar, Anita and Palvinder seek to: Put the incoming UK operational resilience regime in context and provide a view of its key elements; Give a flavor of BOE/PRA/FCA expectations; and Highlight why this framework is multidisciplinary and requires a change in perspective. Speakers: Anita Millar is a risk and public policy professional with over 20-years of experience working in the financial services sector. Her career spans risk management, audit, and consulting on regulatory change. She has held roles at ISDA, HSBC, Insight Investment, AFME, Northern Trust, and RBS. Her regulatory work spans cross-border regulation, Basel II (credit & operational risk), Basel III (capital & liquidity), MiFIR, EMIR, EU Banking Union and a proposed EU Financial Transaction Tax (FTT). She has also written research reports for City of London Corporation/TheCityUK and Invest Europe (previously EVCA). Palvinder Gill is a senior prudential and risk practitioner having held roles at Credit Suisse, Macquarie Group, Morgan Stanley, Nomura and Wells Fargo. He has also worked as a policy maker at the Bank of England and FSA and as a regulatory consultant at EY. His regulatory and risk prudential capital and liquidity projects including Basel II, Basel III, ICAAPs, ILAAPs, Recovery Plans, FRTB, IFR/IFD, Pillar 3 Disclosures and TCFD Climate disclosures.

Investment specialist Adam Kibble from Insight Investment provides an overview of how foreign currency has performed in 2020. Adam discusses the importance of foreign currency as a diversification asset during periods of equity market weakness, as well as how active management of foreign currency can provide liquidity solutions.

Purple Radio's Gabriel Radus and Alex Orton moderate a Q&A session with Donna Carr and Adelle Fairclough, Careers Advisors at Durham University, and Ellen Clarke, Durham alumnus and Learning and Development Advisor at Insight Investment. The trio field a number of questions sent in by Durham Uni students. The questions and timings are below! For more information, hit the link below to the Careers Department's Covid-19 FAQs page: https://www.dur.ac.uk/careers/covid19faqs/ 1. In terms of both speculative applications and formal internship opportunities, do I have a better chance of applying to smaller or larger firms/companies this summer? (06(mins):46(secs)) 2. Will employers be more forgiving about lack of experience if that lack of experience is due to Covid? (12:43) 3. Should I dedicate more energy to speculative applications or online courses? (18:14) a) Online courses: best places to look? b) Is it worth paying for courses, since many seem to charge extortionate prices? (20:20) 4. If wishing to ‘grow a network’, what is the best way to start conversations and where should we be looking? (24:00) 5. Do you have any tips for approaching a virtual interview? (32:02) How do you deal with serious adverse interview environments at home? (37:08) 6. What are the pros and cons of declaring your ethnicity, gender and sexual orientation in an application? When do you have to declare it and why? (42:50) 7. I’ve realised I want to do something completely different to my degree- should I retrain, study again, or get an apprenticeship? (50:27) 8. Pros and cons of differing a year- Should you take a year out to do your own thing or do a ‘panic masters’; which looks better to an employer? (56:19)

We were excited to have in the studio three senior software developers with whom we talked about all things tech, from how it was when they first got into development to programming languages and what the future holds. Thank you for accepting our invitation: David Wilcock - "I have been writing code in some form, for the last 30 years. Back in the days of rubber keys and azimuth screw is where I learned my love for computers. Went through sixth form college, and come out with a BTEC National in IT. I have learned a number of programming languages over the years, but have always had a fondness for PHP, so have been doing that professionally since 2001. Currently working for Gear4music, as a Principal Developer, and have been there since 2010. I am currently ranked #20 at git-awards.com for PHP in Manchester." Paul Aldred-Bann - "I was very recently employed by AND Digital as a Product Dev. Over the past 4 months, I've started my own thing and am contracting through Equal Experts at HMRC Salford developing a cloud-based platform for EPOS system and blockchain forensics. I'm looking to employ my first apprentice soon, putting them through a 12-week bootcamp via Code Nation and utilising the Apprenticeship Levy." Toby Mason-Barney - "I've been working in software development for around 7 years, mainly been working in .net/C# and the world of Microsoft from desktop applications in the legal sector to AI-based cloud education systems and now I'm working on .Net development for Insight Investment in Manchester mainly in Azure and backend data services. I also have experience with Node.js and Elixir/Erlang, plus I'm slowly trying to learn golang by writing my own programming language with it but it's going slowly... I got into development when doing my computer science degree in Liverpool. Enjoy being in the community, I try (when I have time) to write blog posts on medium, help run Meetups (I helped run CodeUp Liverpool for a while and am hosting/speaking at the next Behind the Buzzword in Manchester)."   Music: https://www.purple-planet.com Podcast powered by Chroma Recruitment and Createk.io  

Water-related investing gains traction and has profit potential. Beyond Burger sizzle heightens interest in plant-based food producers. Unilever and Nestlé cited. Coldwater poured on cruise line investing. Morningstar ratings changes will allow investors to directly compare company sustainability scores across industries. Canada’s Responsible Investing Association website offers terrific new resources including investment values screening tool.   PODCAST: Water and Veggie Investing, Cruise Line Greenwashing Transcript & Links August 2, 2019 Hello, Ron Robins here. Welcome to my podcast Ethical & Sustainable Investing News to Profit By! for August 2, 2019 – presented by Investing for the Soul. investingforthesoul.com is your site for vital global ethical and sustainable investing information and resources. If you hear any terms in this podcast that are unfamiliar to you, just Google them. Also, you can find a full transcript, live links and often bonus material to these podcasts at their editions’ podcast page located at investingforthesoul.com/podcasts ------------------------------------------------------------- Now many sustainable investors are getting excited about investing in water — that is companies and funds engaged with water in some way. Writing in the New York Times in an article titled, As Fresh Water Grows Scarcer, It Could Become a Good Investment, Tim Gray says, and I quote, “The prospect of shortages in the years ahead could make water a precious commodity… The United Nations Environment Program has predicted that half the globe’s population could face severe water stress by 2030. Annual expenditures of $200 billion, up from a historical average of about $40 billion to $45 billion, are needed now to keep spigots running, the U.N. said in a 2016 report.” End quote. In his article, Mr. Gray discusses several leading funds in this sector. The first is the AllianzGI Global Water Fund (AWTAX: Nasdaq) which is an actively managed fund that holds companies – and quoting the article – “[that provide] products or services to help overcome water scarcity and remedy infrastructure shortcomings… Created in 2008, the AllianzGI fund returned an annual average of 9.83 percent over the 10 years that ended in June, compared with 5.37 percent for its average Morningstar peer.” End quote. The second fund he writes about is the Calvert Global Water Fund (FWAX: Nasdaq), which is a passively managed index fund that, and I quote, “[is] divided into four subgroups — utilities, infrastructure outfits, technology providers and efficient users like Taiwan Semiconductor… The fund returned an annual average of 8.56 percent over the 10 years that ended in June.” Close quote. The third series of funds are under the umbrella of Invesco. They have three ETFs: Invesco Water Resources ETF (PHO: Nasdaq) which holds US companies, and for global holdings Invesco Global Water ETF (PIO: American Stock Exchange). Both are based on Nasdaq indexes. The third fund is the S&P Global Water Index ETF (CGW: NYSE Arca). The Water Resources and Global Water funds, and quoting the article, “[have] ‘more focus on companies developing technology around delivering clean water,’ while the S&P index fund leans more toward utilities, which make up about half of its assets, said J. Jason Bloom, senior director of Global Macro E.T.F. Strategy at Invesco... The S&P Global Water Index fund returned an annual average of 11.05 percent for the decade that ended in June.” Close quote. Mr. Gray mentions two funds other funds First Trust Water ETF (FIW: NYSE Arca) and the Tortoise Global Water ESG Fund (TBLU: BATS Stock Exchange). Points to consider when investing in water include the possibility of regulatory controls and ethical considerations regarding its pricing – especially for poor people. So, though water investing looks attractive, you need to weigh your own ethical values. ------------------------------------------------------------- Continuing the water investment theme – and this being vacation time for many – some listeners might be thinking about cruise lines as an investment. Well, as far as cruise lines go, Tim Nash writing for Corporate Knights throws cold water on two of the leading global cruise line companies. Mr. Nash’s article is titled, Tim Nash’s Sustainable Stock Showdown: Can plastic pledges save troubled cruise lines? In it he reviews Carnival Corporation (CCL: NYSE) and Royal Caribbean Cruises (RCL: NYSE). Mr. Nash writes that Carnival was in the news recently as it pledged to end the use of all single-use plastics by 2021 and that this came a month after the company was fined $20 million for dumping overboard plastic waste near the Bahamas and prior to that was forced to pay a $40 million fine for illegally dumping oil. So, is Carnival becoming environmentally conscious or is this new gesture just a token event? One wonders… Concerning Royal Caribbean, Mr. Nash comments that and I quote, “Royal Caribbean has a dashboard of environmental goals for 2020 such as emissions reductions, sustainable sourcing and destination stewardship, but it doesn’t disclose targets or indicators.” End quote. My perspective is that without targets and authoritative independent review of them it’s just greenwashing. In conclusion, Mr. Nash says, quoting him, that, “The reality is both of these companies have leaky sustainability strategies, which could end up costing investors. Carnival Corporation has somewhat better transparency in its reporting but with a high carbon intensity, a poor CEO-to-worker pay ratio and a low tax responsibility, I wouldn’t blame sustainable investors for jumping ship.” End quote. ------------------------------------------------------------- Most cruise lines are noted for the terrific meals; however, I wonder if any of them are yet offering the Beyond Meat burger! Its stock has been on a tear. It’s been one of the most amazing IPOs in history with its recent stock price over $200 – over eight times its IPO price of May 2! Presently though, it’s run into some headwinds as company insiders and executives plan to sell stock in a significant secondary stock issue. Some additional treasury stock will be sold too. Again, the conclusion drawn from Beyond Meat’s success is the massive interest in meat alternatives which correspond, generally, to the significant rise in veganism and vegetarianism globally. This trend and investments related to it could become a core holding for ethical and sustainable investors. Among the global food companies best positioned for plant-based food product sales are Unilever (ULVR: London Stock Exchange) and Nestlé (NESN: Swiss Stock Exchange) this according to UK-based FAIRR, a US$5.3tn-backed investor coalition, says Andy Coyne in an article titled, Unilever, Nestle among best prepared for plant-based future. ------------------------------------------------------------- Many of you no doubt visit the Morningstar site for investment and sustainability information. You’ll be happy to know that Morningstar is improving its sustainability rankings. Quoting from an article titled, Morningstar Updates Sustainability Ratings, Gabriel Presler writes on their UK site, that, “The goal is to provide investors with a greater understanding of how the companies in their portfolios are managing their environmental, social, and governance (ESG) impact compared to their peers. This rating change will allow investors to directly compare companies across industries.” End quote. A criticism of mine has long been the need to be able to compare sustainable investing, ESG attributes, etc., across companies in the same or similar industries. So, this change is truly welcome. ------------------------------------------------------------- Two other quick bits of potentially useful information. For Canadian ethical and sustainable investors, Canada’s revamped Responsible Investing Association website offers some terrific new resources. For instance, not only is it easy to find Canadian licensed responsible investing advisors, but investors can find Canadian mutual funds, ETFs, etc., that reflect their values by using the site’s new questionnaire feature. Simply go to https://www.riacanada.ca/ri-marketplace/ The second item is yet another warning about the proceeds of green bonds not going where you think they should be going. In a Financial Times article, titled, Clearer metrics are needed to assess green bond authenticity, Joshua Kendall, a senior ESG analyst at Insight Investment, writes that “Imagine lending money to a company to invest in green projects – and that group then using the proceeds to pay off other debt. That money has no discernible environmental impact and there is nothing you can do: it is all in the contract… Only a third of green bonds issued in the past three years met our three-stage criteria for sustainable issuance. This leads us to question the ‘green bond’ label and, more generally, it could undermine the authenticity of dedicated green bond funds.” Close quote. The conclusion? Before investing in green bonds or green bond funds be very clear about what they’re investing in really does meet with your expectations! ------------------------------------------------------------- So, these are my top recent news stories and tips for ethical and sustainable investors. Again, to get all the links or to read the transcript of this podcast and sometimes get additional information too, please go to investingforthesoul.com/podcasts and scroll down for this edition. And be sure to click the like and subscribe buttons in iTunes/Apple Podcasts or wherever you download or listen to this podcast and please click the share buttons to share this podcast with your friends and family. That way you can help promote not only this podcast but ethical and sustainable investing globally. And remember, I’m here to help you grow in your investment success – and investing in opportunities that reflect your personal values! Please don’t hesitate to contact me if you have any questions about the content of this podcast or anything else investment-related. I can’t say I’ll have all the answers for you and some answers I can’t give due to licensing restrictions. But where I can help I will. Now, a big thank you for listening. Come again! My next podcast is August 16. So, bye for now. © 2019 Ron Robins, Investing for the Soul.

Political risk once again messed with foreign exchange investors, putting pressure on the dollar in the week before the US election and boosting the pound. Paul Lambert at Insight Investment tells Roger Blitz why this is no time for conviction trading See acast.com/privacy for privacy and opt-out information.

The dash towards negative interest rates does not seem to be working, leaving markets in a state of flux. Paul Lambert from Insight Investment tells Katie Martin why we need to have a more innovative policy plan, including debt write-offs, and warns it could all get worse before it gets better. See acast.com/privacy for privacy and opt-out information.

What do migrants, robots and the political left have to do with FX? Paul Lambert of Insight Investment talks to Roger Blitz about some of the big issues of the day and why everyone from policy makers to FX traders and analysts cannot ignore them. See acast.com/privacy for privacy and opt-out information.

As the ECB's rate cuts send the euro to a 14 month low, Delphine Strauss, currencies correspondent, asks Paul Lambert, fund manager at Insight Investment, how this changes the equation for the single currency. Also, are we about to see a new bout of volatility in the foreign exchange market - and what will the Scottish referendum mean for the pound? See acast.com/privacy for privacy and opt-out information.

With analysts predicting a modest improvement in the US labour market data due on Friday, Delphine Strauss, currencies correspondent, asks Paul Lambert, head of currency at Insight Investment, how the soft dollar is affecting foreign exchange markets; why the Ukraine crisis had little impact on major currencies; and how investors can navigate a world of low volatility. See acast.com/privacy for privacy and opt-out information.

Paul Lambert from Insight Investment joins Alice Ross to discuss the impact of the crisis in Cyprus on the single currency, the Bank of Japan under a new governor, and whether the market has given up on the Swiss franc haven trade See acast.com/privacy for privacy and opt-out information.