A rational currency allocation
Date 11/10/2016 | Andrew Bloomfield, CFA
Do market capitalisation driven weights make sense from a currency perspective? If not, how can we go about getting closer...
Where are we in the dollar cycle?
Date 20/09/2016 | Andrew Bloomfield, CFA
The US dollar is at an inflection point. Can the dollar’s cycle continue in the face of convergent economic fundamentals and...
Turkey after the coup: three things to watch out for
Date 30/08/2016 | Joe Spearing
Following the attempted coup in Turkey on 15th July, we examine afresh the pressure points in the Turkish economy, and...
Have currency markets become more choppy recently?
Date 24/08/2016 | Andrew Bloomfield, CFA
Are currency markets stuck in a period of short-term mean reversion? If so, what’s driving this and what are the...
