Equities
Macro Digest: The Coming Stagflation Light
Steen Jakobsen
Chief Investment Officer
Althea Spinozzi joined Saxo Bank in 2017, and serves as Fixed Income Strategist. Althea produces Fixed Income research and works directly with clients in order to help them select and trade bonds. Because of her background in leveraged debt, she is particularly focussed on high yield and corporate bonds with attractive risk and return.
She is a regular contributor of fixed income analysis to Saxo bank’s News & Research hub where she outlined her view of bond market trends across the developed and emerging market spaces, as well as in investment grade and high-yield bonds.
Charu Chanana joined Saxo in 2022 and is a Market Strategist based in Singapore. She focuses on delivering investment strategies based on global macroeconomic fundamentals and monetary policy analysis, and understanding the impact on a broad range of asset classes. She is also responsible for Asia ex-China coverage at Saxo, particularly looking at Japan and India markets. Charu comes with over 12 years of experience in financial markets, having been in equity research and economist roles previously.
Charu is regularly quoted by the media and appears frequently on Bloomberg TV, CNBC, BBC, Channel News Asia and across Singapore and Hong Kong's business radio channels.
John Hardy joined Saxo Bank in 2002 and has been Head of FX Strategy since October 2007. He focuses on delivering strategies and analyses in the currency market as defined by fundamentals, changes in macroeconomic themes, and technical developments.
Hardy has won several accolades for his work and was named the most successful 12-month forecaster for 2015 among over 30 of FX Week’s regular contributors. His forex market column is often quoted and he is a regular guest and commentator on television, including CNBC and Bloomberg.
Ole Hansen joined Saxo Bank in 2008 and has been Head of Commodity Strategy since 2010. He focuses on delivering strategies and analyses of the global commodity markets defined by fundamentals, market sentiment and technical developments.
Hansen is the author of the Weekly Commodity Update, which sets out the moves in commodities, and also provides clients with commodity related trade views under the #SaxoStrats brand. He is a regular contributor to both broadcast and print media including CNBC, Bloomberg, Reuters, Wall Street Journal, Financial Times and the Telegraph.
Peter Garnry joined Saxo Bank in 2010 and is Head of Equity Strategy. In 2016, he became responsible for the quantitative strategies team, which focuses on how to apply computer models to financial markets. He develops trading strategies and analyses of the equity markets as well as individual company stocks applying statistics and models.
Garnry developed Saxo Bank’s Alpha Picks which is a monthly publication selecting the most attractive stocks across the US, Europe and Asia. He also contributes to the Saxo Bank Quarterly Outlooks and the annual Outrageous Predictions and is a regular commentator on television, including CNBC and Bloomberg TV.
Redmond Wong is a Market Strategist based in Hong Kong. As a member of the Strategist Team, Wong is responsible for communicating Saxo’s global investment strategy, generating Hong Kong and mainland China-focused research, and delivering actionable insights across different asset classes and tradable instruments.
Steen Jakobsen joined Saxo Bank in 2000 and serves as Chief Investment Officer. As CIO he focuses on delivering asset allocation strategies and analysis of the overall macroeconomic and political landscape.
As head of the SaxoStrats team, Saxo Bank’s in-house team of experts, he is responsible for all research including Quarterly Outlooks and was the founder of Saxo Bank’s renowned Outrageous Predictions.
Prior to joining Saxo Bank, he worked with Swiss Bank Corp, Citibank, Chase Manhattan, UBS and served as Global Head of Trading, FX and Options at Christiania (now Nordea).
Jakobsen’s approach to trading and investing is thought-provoking and not afraid to counter consensus. This frequently sparks debate among the global market community. On a daily basis Jakobsen and his team conduct research across asset classes, covering major macroeconomic developments, market moves, political events and Central Bank policies.
With more than 30 years of experience, Jakobsen regularly appears as a guest host on CNBC and Bloomberg News.
Steen Jakobsen graduated University of Copenhagen in 1989 with a MSc in Economics.
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