Migraine In Ukraine
- Date: 07/01/2022
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- 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….
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Could Sustainable Finance Be Key to Unlocking World Reserve Currency Status for the Euro?
- Date: 24/03/2021
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- 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….
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Emerging Markets FX: The Framework of Opportunity
- Date: 26/01/2021
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- 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….
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Venezuela: A Monetary Experiment Worth Watching
- Date: 08/12/2020
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- Andrew Bloomfield, CFA
The Venezuelan government recently announced a de facto 95% devaluation of the bolivar and in the process pegged it to the value of the government’s newly issued crypto-come-oil-currency This will be an interesting development to follow. Not least because it is the first time a government or central bank has….
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