Fixed Income and Currency Strategist

Gautam Jain, PhD, CFA

Gautam Jain has over 25 years of experience covering global emerging fixed income and currency markets, both as a strategist and a portfolio manager. He has worked in buy-side and sell-side firms, including The Rohatyn Group (TRG Management), Barclays Capital, and Millennium Partners. He has helped manage emerging markets local-currency and hard-currency debt funds. The assets that he covers include currencies, interest rates, sovereign credits, and related derivatives. He specializes in portfolio construction, smart-beta index creation, and asset allocation. Mr. Jain holds a Ph.D. in Operations Research from Columbia University and is a CFA charter holder.

FX Dashboard: Dollar in the Driver's Seat

FX & Rates

<p>In this week’s “Alpha Bites: Trade Ideas in EM FX and Rates”, we recommend a relative value trade between the Polish zloty (PLN) and the Czech koruna (CZK) as the latter has outperformed breaking from their high long-term correlation.</p>

In this week’s “Alpha Bites: Trade Ideas in EM FX and Rates”, we recommend a relative value trade between the Polish zloty (PLN) and the Czech koruna (CZK) as the latter has outperformed breaking from their high long-term correlation.

Alpha Bites: Long Polish Zloty (PLN) Vs Short Czech Koruna (CZK)