About this episode

Alf and Brent discuss the implications of recent market actions on USD hedging strategies for global pension funds.

To reach out to Alf and Brent, ping them on BBG (Alfonso Peccatiello and Brent Donnelly). In this episode, Alf and Brent reflect on the April-2025-like price action which coincided with the tariff threats. Now that the TACO is here, the real question is: will this episode encourage global pension funds to hedge their gigantic USD exposure?

People in this episode

Hosts: Alfonso Peccatiello, Brent Donnelly

Topics covered

• US Dollar
• Hedging
• Global Pension Funds
• Tariff Threats
• Market Analysis

Keywords

• US Dollar
• Hedging
• Pension Funds
• Tariffs
• Market Trends

Mentioned in this episode

Organizations: TACO, global pension funds

Products: USD

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