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

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


John J. Hardy
John J. Hardy
Global Head of Macro Strategy

Global Head of Macro Strategy John J. Hardy, CFA, has been with Saxo since 2002, most of that time as Head of FX Strategy. A native of Houston, Texas, and graduate of the University of Texas at Austin, John focuses chiefly on the thematic narratives that are driving financial markets on timeframes from day-to-day to a few months ahead, even as he is aware of the grand sweep of market history from recent decades to past millennia. John has appeared in the major financial television and print media and is sought out for his often pointed and out of consensus views on how currency, interest rate and other markets will shape up, particularly when the market narrative is getting ahead of itself or is at risk of a surprise.


Ole Hansen
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.


Charu Chanana
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.


Koen Hoorelbeke
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.


Ruben Dalfovo
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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  • Suddenly almost nowhere to run and hide amidst historic meltdown.

    Podcast

    Suddenly almost nowhere to run and hide amidst historic meltdown.

    Saxo Market Call

    Almost everything went down yesterday.
  • Eight times the priced move - Options Brief - 6 November 2026

    Options

    Eight times the priced move - Options Brief - 6 November 2026

    Koen Hoorelbeke

    Investment and Options Strategist

    One-day volatility tripled on Thursday and now sits at the top of the whole curve, hours before payr...
  • Commodities weekly: Election shock triggers broad selloff, with precious metals the exception

    Commodities

    Commodities weekly: Election shock triggers broad selloff, with precious metals the exception

    Ole Hansen

    Head of Commodity Strategy

  • AI's reality check: a temporary selloff or a shift in market leadership?

    Equities

    AI's reality check: a temporary selloff or a shift in market leadership?

    Ruben Dalfovo

    Investment Strategist

  • The FX Trader: USD still a safe haven once risk-off gets bad enough

    Forex

    The FX Trader: USD still a safe haven once risk-off gets bad enough

    John J. Hardy

    Global Head of Macro Strategy

    AUDUSD suddenly at 7-month low.
  • Prune and plant, after the storm: what a sell-off changes for two option trades

    Options

    Prune and plant, after the storm: what a sell-off changes for two option trades

    Koen Hoorelbeke

    Investment and Options Strategist

    A sharp sell-off does not change a strategy, it changes the prices. This article revisits an example...
  • Market Quick Take - AI chip rout spreads from Wall Street to Asia - 6 November 2026

    Macro

    Market Quick Take - AI chip rout spreads from Wall Street to Asia - 6 November 2026

    Saxo Bank

    Saxo Bank

  • Investor Q&A: Panic, buying opportunity or time to rethink portfolios?

    Equities

    Investor Q&A: Panic, buying opportunity or time to rethink portfolios?

    Charu Chanana

    Chief Investment Strategist

  • The AI trade is down even as most stocks are way up.

    Podcast

    The AI trade is down even as most stocks are way up.

    Saxo Market Call

    Wild divergences in the market internals.
  • Vote premium drains from the front - Options Brief - 5 November 2026

    Options

    Vote premium drains from the front - Options Brief - 5 November 2026

    Koen Hoorelbeke

    Investment and Options Strategist

    One session after the vote, the one-day volatility gauge had halved and the curve sat the right way ...

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