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

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
A spoonful of sterling...
Willem Klijnstra
Currency

A spoonful of sterling...

The pound weakened versus major rivals in the first half of the year, presenting us with an...
By Willem Klijnstra
06 Aug 2020
3 min read
Gold: fading the metal’s shine
Willem Klijnstra
Commodities

Gold: fading the metal’s shine

Gold has rallied strongly this year as a safe-haven asset, but its elevated price may now pose a...
By Willem Klijnstra
27 Jul 2020
2 min read
Premium subscription: seeking reward from geopolitical risk
Willem Klijnstra
Investment strategy

Premium subscription: seeking reward from geopolitical risk

Recent events have highlighted the importance of approaching (geo)political risks with a...
By Willem Klijnstra
15 Jan 2020
3 min read
Political theatre versus earnings pantomime
Willem Klijnstra
Equities

Political theatre versus earnings pantomime

Earnings trends may be broadly neutral, but we have become more cautious on equities.
By Willem Klijnstra
23 Oct 2019
2 min read

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