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

What's going on with the Norwegian krone?
Willem Klijnstra
Currency

What's going on with the Norwegian krone?

Moves in the Norwegian currency's value provide a timely reminder that traditional credit analysi...
By Willem Klijnstra
11 May 2023
2 min read
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

Authors from the same team (38)

James Carrick

James Carrick

James is a global economist with a knack for using analogies to explain economic concepts. He is ...
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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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Erik Lueth

Erik Lueth

Erik identifies investment opportunities across emerging markets. He uses quantitative models, pa...
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