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Emerging bonds and currencies offer carry opportunities
investment insights

Emerging bonds and currencies offer carry opportunities

The switch from market downturn to a surge in emerging market debt has been sudden following the Fed’s decision to pause its monetary policy normalisation. Prudent, and risk-aware investors, have been quick to grab the opportunities this year.

investment insights

FX Monthly: Quo vadis, dollar?

We update our FX forecasts given the global slowdown.

investment insights

Markets pause to reflect on better-than-feared earnings

Hurt by a painful year-end, markets have cautiously welcomed earnings reports while companies have chosen not to offer too much guidance for the year ahead.

Venezuela’s presidential standoff triggers international tensions

Venezuela’s hyperinflation and political unrest have attracted international attention, which increasingly points to a transition of power, in some form.

Fed over-delivers… and the dollar bows
investment insights

Fed over-delivers… and the dollar bows

What does the latest Fed meeting mean for the US dollar and other currencies? While we maintain our bearish dollar view, we now believe that the risk is skewed towards a more rapid and steeper depreciation.

investment insights

Brexit update: UK MPs barking up the wrong tree

The UK’s Members of Parliament have voted on three key amendments to Prime minister’s deal. We analyse the main takeways and implications for sterling.

investment insights

Brazilian real likely to strengthen further

Brazil is going through some historic shifts since voters elected Jair Bolsonaro to lead Latin America’s biggest country for the next four years. Therefore, and in contrast to the equity market, the currency seems to have priced in very little, if anything, for reform implementation. In our view this provides scope for substantial gains in the event that Mr Bolsonaro delivers on his promises.

China: Trade, technology and the changing balance of power
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China: Trade, technology and the changing balance of power

China is going through profound economic changes, challenging the status quo in technology companies amid trade tensions with the US that point to an even broader power struggle. 

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