Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly
The potential for unilateral US currency intervention arose as a topic of research interest last year, and discussion has intensified over recent weeks.
We expect the US dollar to underperform ahead of the first Federal Reserve (the Fed) interest rate cut of this cycle.
With volatility in FX markets close to all-time lows, we explore the rising risks that could see larger moves in currencies going forwards.
We explain why such an approach may not be warranted this year for investors in emerging market currencies.
Currency movements based onbrexit's outcome.
1Q18 earnings update: A tailwind from taxes
Why averages can mislead in retirement plans-and how to move beyond them