A sweet spot for the Australian dollar
A sweet spot for the Australian dollar
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Our Insights
The euro as a funding currency
A couple of key trends in capital flows suggest the role of euro funding is growing, and we outline the near-term implications for currency markets.
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Market misconceptions on Scandinavian currencies
Since the start of 2013, consensus forecasts for the Swedish krona and Norwegian krone have been persistently bullish and persistently wrong.
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Why the US dollar may not be as overvalued as you think
We believe the US dollar is currently experiencing a rare structural change in valuation level that means it may be far less overvalued than is widely believed.
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Currencies through an ESG lens
We believe a well-designed, tailored approach to using ESG factors for active currency management can be a source of added value for clients over the long term.
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