Disclaimer: Views in this blog do not promote, and are not directly connected to any Legal & General Investment Management (LGIM) product or service. Views are from a range of LGIM investment professionals and do not necessarily reflect the views of LGIM. For investment professionals only.
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Currency

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

Investment strategy

Has momentum lost its mojo?

Here's a warning tale about why we think factors can fail if there's a big change in market dynamics.;
By John Roe

Economics

What Libra means for Facebook and the digital economy

Libra is only a white paper, but even the leader of the free world has tweeted about Facebook’s proposed digital currency (apparently he’s not a fan). To bring a bit more clarity into this opaque topic, here’s a quick overview of what you need to know about Libra.;
By Lars Kreckel

Currency

Why we invest in foreign currencies

As well as being a potential source of return, overseas currency exposure can help protect investors from a domestic crisis or unexpected domestic inflation. This can improve investment returns at times of broader uncertainty for our clients.    ;
By John Roe

Economics

Emerging markets: How to spot leaky boats

With the tide of global risk sentiment tending to lift – or sink – all emerging markets (EM) boats, how do we spot the ‘leaky’ ones?;
By Magdalena Polan

Currency

Which currencies have been promoted to the Premier League?

Some emerging market currencies actually trade more like developed market currencies in response to interest rate changes. Let's sort the 'yield shielders' from the 'bond boosters'.;
By Willem Klijnstra

Currency

Do safe haven currencies protect you in a downturn?

As we approach what is potentially the end of the current economic cycle, we assess whether 'safe haven' currencies really do protect you in a downturn.;
By Jonathan Joiner

Economics

The show must go on

How much negativity about leaving the European Union is priced into the current level of sterling?;
By John Roe

Currency

Risky or not? The currency hedging debate

Some investors propose hedging all currency exposure while others see no benefit to hedging at all, so is currency exposure a risk?;
By Martin Dietz

Currency

Bitcoin: The rise of a new currency?

Bitcoin was the talk of the town in the last few months of 2017, rising from relative obscurity to headline news as it rocketed in value. But can it overcome hurdles to cross over from a speculative asset to a mainstream currency?;
By Rahil Ram

Currency

FX investing: is there any value in value? Or interest in interest?

Can investors exploit "value" and "interest" signals to guide their foreign currency allocation? The answer to both looks like a decisive yes. These concepts can be used to help guide currency investments. In the wake of the post-Brexit vote sterling slump, they caution us to be nervous about the strong dollar hype.;
By Christopher Jeffery

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