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currency

The Case for Active Currency Hedging

21 Feb 2017

  • risk
  • yield
  • currency
  • equities
  • Volatility

How bad are China’s capital outflows?

15 Feb 2017

  • RMB
  • China
  • Trade
  • currency
  • Central Bank

Is China joining the currency war?

25 Jan 2017

  • RMB
  • China
  • Trade
  • currency
  • US dollar

Is Mexico cheap yet?

23 Jan 2017

  • debt
  • risk
  • currency
  • emerging markets

With Trump’s promised policies, the USD is already becoming “Great Again”

12 Dec 2016

  • currency
  • Elections
  • Inflation
  • US dollar
  • Monetary policy

Market Breakfast – 28 November 2016

28 Nov 2016

  • oil
  • China
  • currency

Emerging Market Fixed Income – Institutional Masterclass

18 Nov 2016

  • debt
  • currency
  • Inflation
  • fixed income
  • emerging markets

Market Breakfast – 31 October 2016

31 Oct 2016

  • FOMC
  • Japan
  • currency
  • Inflation
  • Central Bank

Strategy: Talk on UK, ECB ‘exits’ has some investors running for the doors

10 Oct 2016

  • ECB
  • currency
  • earnings
  • Inflation
  • labour market

Market Breakfast – 3 October 2016

03 Oct 2016

  • oil
  • currency
  • Commodities
  • labour market

Renminbi going into the SDR basket

28 Sep 2016

  • IMF
  • RMB
  • China
  • currency
  • Central Bank

The fragile one

26 Sep 2016

  • Japan
  • currency
  • Central Bank
  • economic data
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