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

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
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

Authors from the same team (32)

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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Matthew Rodger

Matthew Rodger

Matthew is an economist covering emerging markets. He uses countries’ historical experience,...
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Emiel van den Heiligenberg

Emiel van den Heiligenberg

Emiel is responsible for the overall strategic direction of the team’s investment and business...
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