top of page
EAKOCapital-15.png

Understanding Dual Currency (Chooser) TARFs

Writer: Danny KinnearDanny Kinnear

For those that might not have looked at dual strategies before, this short presentation reflects upon:


  1. The degree of enhancement that is available - e.g., selling GBP and buying USD at 1.45 versus current 1.33 spot rate.


  2. How that enhancement is generated - e.g., forward starting the structure, introducing profit caps and auto-termination events, adding leverage both in terms of notional (ratios) AND duration (extensions), as well as considering correlation.


  3. An illustration of how the strategy might work.


  4. Some thoughts on how it can go wrong (there are many more ways, so be wary).


  5. Whether there are any circumstances when it might be deemed suitable to use.


Whilst I've endeavoured to use actual market levels, please note that this information is - as always - only presented for educational purposes.



 
 
 

Recent Posts

See All

FX Structured Solutions - Teach In

EAKO Capital stands at the forefront of FX education and risk management, offering unparalleled expertise in foreign exchange options and...

Pivot TARFs - An Overview

For corporates that favour outperformance and can take directional views, the Pivot TARF can prove to be a useful addition to their risk...

Comments


bottom of page