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A framework for differentiating among Emerging Market currencies

Date 16/01/2017 | Andrew Bloomfield, CFA

How to rank the relative attractiveness of Emerging Market currencies? In this blog post we bring together various metrics that...

FX markets in the Trump era

Date 21/12/2016 | Andrew Bloomfield, CFA

Since the US presidential election on November 9th, markets have generally welcomed the more conciliatory tone from the President-elect Donald...

Brexit: how bad could it get?

Date 23/11/2016 | Joe Spearing

In April we noted the uncertainty that a Brexit vote would bring to the British economy.In this post, we examine...

Why the (current account) income balance matters (…and why we may be close to low in Sterling…)

Date 08/11/2016 | Andrew Bloomfield, CFA

Sterling’s deprecation since June this year has been dramatic and many commentators have welcomed this as a way to rebalance...

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