Currency
The pound weakened versus major rivals in the first half of the year, presenting us with an opportunity to look again at the idiosyncratic factors that affect its performance – and the role of foreign-currency risk in multi-asset portfolios with sterling as a base currency. ;
Currency
It's now three years since the UK's vote to leave the European Union. Against the backdrop of ongoing political uncertainty, I talked to Bloomberg about the prospects for sterling. Brexit blues have once again taken hold, with the pound down 5% since the start of May, so is it now time to buy with all the bad news reflected in the price?;
Currency
Following the recent price action in emerging markets (EM), we zero in on the effect that currency can have on your EM bond portfolio’s performance. But how much of currency investing is a watertight science, and how much is carried by the wave of popular opinion?;
