Insights

As we look ahead to 2025, an interplay of macroeconomic and geopolitical risks dominate the investment landscape. In our latest research note, Andrew Bloomfield addresses each key risk in turn …

Trump Election Victory Pushes USD to 12-Month High Global political developments dominated the FX space in November with the U.S. presidential election acting as the primary driver of broad dollar …

US dollar buoyed by Trump and hawkish Fed communique The US dollar mounted a strong comeback in October as hawkish Fed comments, stronger employment data, and rising odds of a …

Following Trump’s victory, the spotlight has shone on China as investors contemplate whether the injection of stimulus measures will be the antidote to its ailing economy and the tariffs threatened …

In our quarterly commentary we take a detailed look at the drivers of developed and emerging markets currencies over the quarter, and share our analysis of events that may impact …

Fed policy drives the greenback, economic data secondary The US economy demonstrated its resilience in September following a tumultuous August during which fears of a hard landing roiled markets. The …