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Listen to previous series on a variety of investment topics, asset classes and current themes
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.
At its July meeting, the U.S Federal Reserve (the Fed) cut rates for the first time since December 2008.
Reaching for yield, which we define as buying bonds with wider spreads after controlling for sector and rating impacts, is a topic that frequently arises in the life insurance industry.
Market sentiment towards the Chinese currency has shifted significantly