Long-Term Investors Can Be Long Sterling Here, Nomura's Rochester Says

The video discusses the speaker's deep involvement in sterling trade, highlighting the risks and market sentiment influenced by political headlines, particularly Brexit. It explains the historical context of sterling's value, noting its current strength compared to the past year but still at crisis levels. The speaker suggests that long-term investors might consider being long on sterling.

What are the risks associated with trading sterling in the short term?

How does the speaker feel about the current trading range of sterling?

What factors contribute to the fluctuations in the trading momentum of sterling?

In what way has the strength of the pound changed compared to the last year?

What is the speaker's perspective on long-term investments in sterling?