Currencies through an ESG lens
As we hold our latest Investment Quarterly meeting, we take a look at how 2019 has played out so far. Dovish central bank policy has propelled markets to strong returns, but trade remains a key risk.
A summary of the factors driving global markets over the last month.
With Mexico the latest target of Washington’s tariff tactics, trade tensions are clearly escalating, not subsiding. Could this be the final straw to push the Federal Reserve to cut rates?
This week, the Federal Reserve (Fed) revealed itself to be even more dovish than generally perceived, both in the caution with which it assesses the current state of the economy and in its projections for the economy and interest rates.
Given our view that the global economy is just as likely to contract as expand over the next three-to-six months, is it now time to position fixed income portfolios more defensively?
Switzerland is well known around the world for its high prices, with a Big Mac or a Starbucks latte costing over USD 6 each. The Swiss National Bank (SNB) itself describes the Swiss franc as “highly valued”, but it is less clear to us that the currency is
Pension Pulse Spring 2019
LTCMA 2017 Matrix - EUR