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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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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Fragile, not overvalued: revisiting the Swiss franc
Despite the Swiss National Bank (SNB) continued to characterise the Swiss franc as highly valued, we suggest that any overvaluation may be illusory.
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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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