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Currency

Strategy

Which currencies have been promoted to the Premier League?

Some emerging market currencies actually trade more like developed market currencies in response to interest rate changes. Let's sort the 'yield shielders' from the 'bond boosters'.
By Willem Klijnstra
January 24, 2019 3 mins
Macrobites

Dove Actually

In yesterday's post we looked at potential deals that could be key for boosting markets in 2019. Today, we look for any central bank doves that might do the same.

By Emiel van den Heiligenberg
December 20, 2018 2 mins
Economics

Argentina: in economic quicksand?

Last year's market darling, Argentina, now finds itself in a vicious cycle of a weakening currency, rate hikes, lower growth and higher debt. So how can the country avoid a liquidity crisis turning into a full-blown crisis?
By Magdalena Polan
September 14, 2018 5 mins
Portfolio Thinking

Adios Mexico – for now

Now that the investment case has played out, I've caught up with an economist, a strategist and a fund manager as they say adiós to Mexican assets.
By Aimee Bowkett
September 11, 2018 3 mins