What Could the World Look Like in 12 Months? – Part 1
- Date: 18/02/2022
- |
- James Nisbet
You can only predict things after they have happened – Eugene Ionescu Summary: The market predictions of rising interest rates around the world mean the market is expecting FX implied interest rate differentials to widen, though this is projected to have minimal impact on yields achieved by CHF investors in….
Find Out More
Migraine In Ukraine
- Date: 07/01/2022
- |
- Andrew Bloomfield, CFA
Just as investors begin to feel more optimistic on the epidemiological front, and as concerns around the severity of the Omicron COVID-19 variant fade, geopolitical risk has reared its head again on the Ukrainian border with Russia. Seven years after Russia’s annexation of the Crimean Peninsula from Ukraine, Russia has….
Find Out More
Could Sustainable Finance Be Key to Unlocking World Reserve Currency Status for the Euro?
- Date: 24/03/2021
- |
- Montana Craven, ESG Intern
Authored by Montana Craven, ESG Intern Introduction The euro is yet to convince the world that it could be a viable alternative to the US dollar as a reserve currency, falling over the hurdles of fiscal unity, growth outperformance and political stability. However, sustainable finance currently offers an alternative avenue….
Find Out More
Emerging Markets FX: The Framework of Opportunity
- Date: 26/01/2021
- |
- Torrie Callander, CFA
Emerging Market (EM) currencies have already regained much of the ground lost in H1 2020. We therefore expect a more heterogeneous set of factors to drive opportunity in 2021, as opposed to any homogenous, broad-based EM recovery. Traditional factors such as carry, value and growth should be considered alongside screening….
Find Out More