Currency

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

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 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
Does fast food show emerging currencies are cheap as chips?
Erik Lueth
Currency

Does fast food show emerging currencies are cheap as chips?

We use a variety of models, including our version of the Big Mac Index, to assess the current...
By Erik Lueth
24 Sep 2020
3 min read
A spoonful of sterling...
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

King dollar shows no sign of abdicating
Tim Drayson
Currency

King dollar shows no sign of abdicating

The dollar is rising. Could a presidential tweet or a Fed cut arrest its ascent?
By Tim Drayson
27 Feb 2020
3 min read
Goes Down the Pound
Hetal Mehta
Currency

Goes Down the Pound

Brexit hasn't even happened yet but it is already affecting the economy, creating volatility in t...
By Hetal Mehta
14 Aug 2019
5 min read
China and manipulation machinations
Willem Klijnstra
Currency

China and manipulation machinations

The US has labelled China a currency manipulator, but both that and the sudden but small precedin...
By Willem Klijnstra
07 Aug 2019
3 min read