We’ll Have a (Not So) Blue Christmas Without You, Trump
- Date: 23/11/2020
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- Katy
Summary In the quiet after the storm, this blog post hopes to take stock of what happened in the US election, why markets were surprised, what the results means for US policy (fiscal, monetary, foreign, climate) going forward, and the implications of this for US and global growth, equities and….
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FX As a Source of Return: Is Now the Time to Look Again?
- Date: 20/10/2020
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- Torrie Callander, CFA
The global trend towards lower interest rates, exacerbated by the COVID-19 crisis, has led to an environment of suppressed yields and asymmetric risk such that traditional investments no longer offer the most efficient avenue to express macro views. Currency markets can act as the last great equilibrator when it comes….
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Canadian Elections Highlighting the Risk of Consensus Views
- Date: 17/10/2020
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- John Floyd
The Canadian economy has been growing at a moderate pace however household debt has reached historical highs, raising the question of its sustainability and risks to the economy There is clear consensus among market participants and Canadian investment professionals regarding the outcome of the election The 2016 US elections and….
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RUB – A Good Entry Point? (4 Minute Read)
- Date: 02/10/2020
Summary: The Russian rouble has been a significant underperformer in EM FX over the course of last 10 days Our analysis suggests that some of the underperformance might be an overreaction and hence provide a good entry point for investors considering a long RUB position or investment in local currency….
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