Investec's O'Dell reveals his three currency tips

Tim O'Dell, manager of the Investec Currency Alpha fund, and part of Investec's currency management team, considers three top investment themes.

1. The global economic recovery looks set to become broader and more sustainable in the first half of 2011 To capture this theme, we have added a thematic basket of pro-growth currencies to our qualitative portfolio with the aim of benefiting from this such as the Australian, Canadian and Singapore dollars. 2. We continue our reserve diversification and fiscal retrenchment theme that has performed very well over the last 12 months We remain short G3 currencies whose economies have some of the biggest deficit hurdles to square over the next 5-10 years – particularly the ...