Willem Klijnstra

Currency Strategist

Willem Klijnstra
Willem is a stubborn Frisian, allegedly a descendant of an obscure hero resistance fighter called Grutte Pier (ca. 1480-1520). While in the office his focus is on currency movements; at home he does most of the moving as he chauffeurs his three young kids around. Mister currency is a sporty character with a balanced lifestyle – he enjoys burning lots of calories as much as he enjoys family sized bags of M&Ms.

Other articles by Willem Klijnstra

Is King Dollar’s reign at an end?
Willem Klijnstra
Markets and economics

Is King Dollar’s reign at an end?

Probably, but the more important question is whether a weaker dollar has already been priced in b...
By Willem Klijnstra
19 Jan 2023
2 min read
Take a hike: what will central banks do next?
Markets and economics

Take a hike: what will central banks do next?

We assess the chances of a pause in the rate-hiking cycle in the months ahead, and whether the...
By Tim DraysonWillem Klijnstra
26 Jul 2022
3 min read
Allocations for inflation (part 4): the FX of inflation
Willem Klijnstra
Currency

Allocations for inflation (part 4): the FX of inflation

In the fourth part of our series exploring the asset-allocation response to inflation, we look at...
By Willem Klijnstra
30 Mar 2022
4 min read
A weaponised currency
Willem Klijnstra
Currency

A weaponised currency

Have sanctions actually put the US dollar's global pre-eminence at risk?
By Willem Klijnstra
28 Mar 2022
3 min read
Currency market at a standstill
Willem Klijnstra
Currency

Currency market at a standstill

Currency volatility has been subdued. What does that mean for multi-asset investors?  
By Willem Klijnstra
23 Sep 2021
2 min read
A CE3 view
Willem Klijnstra
Economics

A CE3 view

Could central banks’ decisions in Central Europe provide a template for larger markets?  
By Willem Klijnstra
12 Jul 2021
3 min read
Our ARP philosophy: simple, liquid, transparent and diversifying
Willem Klijnstra
Investment strategy

Our ARP philosophy: simple, liquid, transparent and diversifying

If you’re looking to harvest an alternative risk premium (ARP), we believe you need to make sure...
By Willem Klijnstra
15 Jun 2021
5 min read
A franc investigation into ‘defensive’ currencies
Currency

A franc investigation into ‘defensive’ currencies

With the case for sovereign bonds in a multi-asset portfolio seeming weaker, what can investors d...
By Willem KlijnstraJosh Logan
12 May 2021
4 min read
Us and Au: investing in gold
Willem Klijnstra
Commodities

Us and Au: investing in gold

Gold may be undergoing a form of reverse alchemy, with important implications for multi-asset...
By Willem Klijnstra
01 Oct 2020
3 min read

Authors from the same team (35)

Christopher Jeffery

Christopher Jeffery

Chris works as a strategist within LGIM’s asset allocation team, focussing on discretionary fixed...
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Tim Drayson

Tim Drayson

Tim keeps a close watch on global economic developments, with a particular focus on the US. He...
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Christopher Teschmacher

Christopher Teschmacher

Chris is something of a perfectionist which may explain the raft of automated spreadsheets ensuri...
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