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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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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