Currency

What's going on with the Norwegian krone?
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

Your luggage may be stranded, but currencies are on the move
Josh Logan
Currency

Your luggage may be stranded, but currencies are on the move

Statistical analysis of currency performance groupings reveals some surprising geographical...
By Josh Logan
25 Aug 2022
4 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
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
FX markets: EUR-eka!
Christopher Jeffery
Currency

FX markets: EUR-eka!

What the latest change in tack from the European Central Bank, amid drumbeats of verbal...
By Christopher Jeffery
08 Sep 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