Markets, economy, stocks, growth, global, fixed income, international, asset classes
What would a Conservative government mean for sterling?
Our view over the past few quarters has been that EURUSD should be rangebound, as the cyclical outperformance of the US economy is offset by the eurozone’s relatively better balance of payments position.
The paper discusses the pportunities and risks that institutions should consider when investing in China’s A-Share and private equity markets.
The performance of the US dollar significantly diverged from relative rate spreads
The performance of the US dollar significantly diverged from relative rate spreads.
Market sentiment towards the Chinese currency has shifted significantly