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Waiting for Germany
investment insights

Waiting for Germany

Germany’s economic needs to kick-start its ailing growth, benefiting its own economy and the rest of the eurozone at a time when the EU is lacking leadership.

investment insights

G10 FX Monthly: Pencilling in transitory USD resilience

USD has appreciated since the outbreak of COVID-19, as investors have sought its safety. Nevertheless, this will be transitory. Emerging currencies remain the best place to be in FX markets.

investment insights

Now what? The UK’s post-Brexit economy

Boris Johnson ‘got Brexit done’. That doesn’t mean the uncertainties surrounding the UK’s economy have vanished.

COVID-19, China and emerging economies: what are the implications so far ?

How has COVID-19 impacted Chinese economic activity and the rest of the emerging world thus far? Is their economic recovery at risk?

CIO Viewpoint: China’s long march to an internationalised yuan

China has not reacted to the coronavirus by altering its long-term currency strategy. It is on a path to internationalising the carefully managed, floating currency as it transitions to becoming the world’s largest economy.

As we monitor the spread of the Chinese coronavirus, we look at how best to position a portfolio for the current volatility challenges.

How will the emergence of the coronavirus impact the main emerging market currencies? We have updated our EM FX forecasts.

CIO Viewpoint: How to invest in a carbon-neutral future
investment insights

CIO Viewpoint: How to invest in a carbon-neutral future

With just seven years left of business-as-usual at current emissions rates, investors urgently need to address how best to help the transition to a net-zero carbon economy.
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