Our team of experts

Our in-house strategists deliver actionable insights across global markets, asset classes and tradable instruments.

The Saxo strategy team brings you the Saxo Market Call podcast, available several times a week via your favourite podcast service.

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Jacob Falkencrone

Global Head of Investment Strategy

Jacob Hvidberg Falkencrone is passionate about creating engaging and educational content that empowers investors to make informed financial decisions. With expertise in portfolio construction, investment strategies, macroeconomics, and market dynamics, Jacob specialises in transforming complex financial concepts into clear, actionable insights tailored to investors at all levels. As an advocate for democratising investments, he is dedicated to inspiring confidence and enabling smarter investing through impactful communication.

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Outrageous Predictions

Dumb AI triggers trillion-dollar clean-up

Agentic AI systems are deployed across all sectors, and after a solid start, mistakes trigger a trillion-dollar clean up.

Ole Hansen

Head of Commodity Strategy

Ole Hansen joined Saxo in 2008 and has been Head of Commodity Strategy since 2010. Ole focuses on delivering strategies and analyses of the global commodity markets defined by fundamentals, market sentiments and technical developments.

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Commodities

Silver surges to fresh record highs as structural tightness meets macro tailwinds

Charu Chanana

Chief Investment Strategist

Charu Chanana is the Chief Investment Strategist at Saxo, based in Singapore. Formerly the Head of FX Strategy, she crafts actionable strategies across asset classes and global markets, leveraging her expertise in analysing macroeconomic fundamentals and monetary policy dynamics. Chanana is a sought-after voice and frequently contributes to top media outlets like Bloomberg, Reuters, and CNBC.

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Outrageous Predictions

A Fortune 500 company names an AI model as CEO

Can AI be trusted to take over in the boardroom? With the right algorithms and balanced human oversight, it might just work.

Koen Hoorelbeke

Investment and Options Strategist

Koen Hoorelbeke joined Saxo as an Investment and Options Strategist, offering extensive expertise in investment strategies with a specialization in options trading. He delivers in-depth research and analysis on a wide range of topics, including advanced investment approaches, options strategies, market volatility, and broader financial market dynamics. Koen’s insights are designed to empower clients with a comprehensive understanding of market complexities, helping them make informed and strategic investment decisions.

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Options

A cold spell or crypto winter? Understanding the latest bitcoin and ethereum selloff

Bitcoin and ethereum have entered a sharp correction phase, sparking fears of a renewed crypto winter just as ETF inflows begin to stall. This article breaks down the triggers, explores base-case vs. bear-case scenarios, and explains what options data reveals about the road ahead.

Ruben Dalfovo

Investment Strategist

Ruben Dalfovo is passionate about long-term equity compounding and practical investor education. With a focus on quality stock selection, portfolio construction, and market dynamics, Ruben likes to transform complex financial concepts into clear, actionable insights tailored to investors at all levels. Influenced by Buffett and Munger, he targets quality businesses with durable moats, disciplined capital allocation, and high returns on invested capital. As an advocate for broader access to markets, he is dedicated to inspiring confidence and enabling smarter, long-term investing through transparent, data-driven communication.

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Equities

Why your bank keeps changing name: Europe’s quiet consolidation

Get the latest market news

Stay informed with the most recent news and commentary from the SaxoStrats, our team of expert analysts.

Podcast
Crosscurrents all around and outrageous predictions!
Saxo Market Call
Fresh tossing and turning in the US market internals.
Read full article
Equities
Why your bank keeps changing name: Europe’s quiet consolidation
Ruben Dalfovo
Investment Strategist
Read full article
Macro
Market Quick Take - 3 December 2025
Saxo Strategy Team
Read full article
Options
A cold spell or crypto winter? Understanding the latest bitcoin and ethereum selloff
Koen Hoorelbeke
Investment and Options Strategist
Bitcoin and ethereum have entered a sharp correction phase, sparking fears of a renewed crypto winte...
Read full article
Forex
The FX Trader: Rising BoJ rate hike odds – so what?
John J. Hardy
Global Head of Macro Strategy
Rising BoJ rate hike odds so far a flash in the pan for the USDJPY rally.
Read full article
Macro
Market Quick Take - 2 December 2025
Saxo Strategy Team
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Equities
Secret Santa vs secret alpha: what shopping season teaches about investing discipline
Ruben Dalfovo
Investment Strategist
Read full article
Macro
The Saxo Weekly Market Compass - 1 December 2025
Koen Hoorelbeke
Investment and Options Strategist
This article provides a weekly market review and outlook. It covers key market trends, corporate ear...
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Commodities
Silver surges to fresh record highs as structural tightness meets macro tailwinds
Ole Hansen
Head of Commodity Strategy
Read full article
Macro
Market Quick Take - 1 December 2025
Saxo Strategy Team
Read full article

Market analysis

Outrageous Predictions 2026

Macro

Thought Starters

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