Currency
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...
30 Mar 2022
4 min read
Currency volatility has been subdued. What does that mean for multi-asset investors?
With the case for sovereign bonds in a multi-asset portfolio seeming weaker, what can investors d...
We use a variety of models, including our version of the Big Mac Index, to assess the current...
Currency
A spoonful of sterling...
The pound weakened versus major rivals in the first half of the year, presenting us with an...
06 Aug 2020
3 min read
The dollar is rising. Could a presidential tweet or a Fed cut arrest its ascent?
Brexit hasn't even happened yet but it is already affecting the economy, creating volatility in t...
The US has labelled China a currency manipulator, but both that and the sudden but small precedin...
