Currency

Is the US dollar to blame for EM woes?
Currency

Is the US dollar to blame for EM woes?

The US dollar cycle is a key metric to follow for any investor, but emerging market (EM) investor...

By Erik Lueth

03 Sep 2024

3 min read

Quality Street: A tale of two currencies
Christopher Teschmacher
Currency

Quality Street: A tale of two currencies

If buying high-quality assets was all you needed to do to deliver attractive returns, investing...
By Christopher Teschmacher
02 Feb 2023
3 min read
Your luggage may be stranded, but currencies are on the move
Josh Logan
Currency

Your luggage may be stranded, but currencies are on the move

Statistical analysis of currency performance groupings reveals some surprising geographical...
By Josh Logan
25 Aug 2022
4 min read
Allocations for inflation (part 4): the FX of inflation
Willem Klijnstra
Currency

Allocations for inflation (part 4): the FX of inflation

In the fourth part of our series exploring the asset-allocation response to inflation, we look at...
By Willem Klijnstra
30 Mar 2022
4 min read
Currency market at a standstill
Currency

Currency market at a standstill

Currency volatility has been subdued. What does that mean for multi-asset investors?  

By Willem Klijnstra

23 Sep 2021

2 min read

A franc investigation into ‘defensive’ currencies
Currency

A franc investigation into ‘defensive’ currencies

With the case for sovereign bonds in a multi-asset portfolio seeming weaker, what can investors d...
By Willem KlijnstraJosh Logan
12 May 2021
4 min read
Does fast food show emerging currencies are cheap as chips?
Erik Lueth
Currency

Does fast food show emerging currencies are cheap as chips?

We use a variety of models, including our version of the Big Mac Index, to assess the current...
By Erik Lueth
24 Sep 2020
3 min read
FX markets: EUR-eka!
Christopher Jeffery
Currency

FX markets: EUR-eka!

What the latest change in tack from the European Central Bank, amid drumbeats of verbal...
By Christopher Jeffery
08 Sep 2020
3 min read