Listen to previous series on a variety of investment topics, asset classes and current themes
A public fund seeks a tactical asset allocation strategy.
Potential investment implications of IFRS 9 on bond and equity investment strategies like hedge accounting and derivatives.
Helping clients build better portfolios
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.
EURUSD should be rangebound
The topic of trade remains front of mind for investors, businesses and consumers. This year, online searches for the words “trade” and “tariffs” have surged to levels not seen at any point over the past 15 years.
As of last week, the partial government shutdown is officially the longest shutdown on record.