Currency (40)

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

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
Japan versus global inflation
Markets and economics

Japan versus global inflation

Numerous factors are putting upward pressure on prices in Japan, and the yen is acting as an esca...
By Tim DraysonChristopher Jeffery
13 Jul 2022
3 min read
What forex markets can teach us about unstable stablecoins
Christopher Jeffery
Markets and economics

What forex markets can teach us about unstable stablecoins

Just as with older pegged currencies, stablecoins that lack a credible and transparent...
By Christopher Jeffery
20 May 2022
4 min read
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

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
Ukraine conflict: assessing the sanctions
Investment strategy

Ukraine conflict: assessing the sanctions

The West has imposed a barrage of sanctions on Russia, from hampering its central bank to cutting...
By Erik LuethMadeleine King
04 Mar 2022
4 min read
Russian twist
Aristide Goualin
Investment strategy

Russian twist

Our mantra is to prepare, not to predict. So how are we preparing for potential conflict between...
By Aristide Goualin
31 Jan 2022
3 min read