Assessing the outlook for EURUSD in a post-Covid world
We look at some of the potential options for investors to determine an appropriate hedging strategy and mitigate the impact of currency movements.
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Currency
Stay up to date on the latest thoughts from our Currency Management Group
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Is hedging leading to an alpha opportunity for the yen?
The Japanese yen has been a popular currency to own during over the past few months by virtue of its negative correlation with equities.
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Finding value in passive hedging
The increased level of interest rate volatility in the currency swap market has received considerable attention from market participants.
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Outlook for the Pound as the Brexit Deadline Approaches
Our long standing view on the pound has been that it is not as cheap as widely perceived despite the fall related to Brexit.
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Tracking funding stress in currency markets
Currency markets have experienced some of the volatility and unusual pricing dislocations seen in broader asset markets in recent weeks.
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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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What would a Conservative government mean for sterling?
With current general election polling consistent with a victory for the Conservative Party, the pound has outperformed over the last few months.
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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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A possible change in chinese currency policy?
The renminbi’s weakness has become more idiosyncratic and closely linked to Chinese policy decisions rather than reflecting broader regional trends.
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Why is the potential for US currency intervention a topic of interest?
The probability of US unilateral intervention has risen from a tail scenario to one of low-to-moderate probability.
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Will the dollar continue to underperform?
How the dollar trades following the cut in rates, depends to a large extent on whether the rate cuts are mid cycle or recessionary.
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