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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<p>Currency</p>
Stay up to date on the latest thoughts from our Currency Management Group
Our Insights
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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