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George Efstathopoulos
Blog 2 min read

Chart Room: Emerging market currencies lag on inflation risks

EM countries are using some of the same monetary and fiscal measures as developed markets. But this could add to rising inflation and currency weakness.

George Efstathopoulos + 3 others | 10 September 2020

Katsumi Ishibashi
Article 4 min read

A to-do list for Japan’s next prime minister

Ensuring fiscal and monetary policy continuity while overseeing Japan's response to the Covid-19 crisis will be top priorities for Shinzo Abe's successor.

Katsumi Ishibashi | 3 September 2020

Kate Howitt
Blog 3 min read

As gold’s surge draws wider interest, miners shine too

Gold's lustre is also rubbing off on the companies that dig it up from the ground.

Kate Howitt + 2 others | 12 March 2020

Fidelity International
Video 5 min watch

Cool Heads: where next for sterling?

Tim Foster says the pound could benefit from a more positive UK outlook.

Fidelity International | 23 October 2019

Andrea Iannelli
Blog 2 min read

Sterling could weaken further, but main risks may lie beyond Westminster

UK unlikely to be immune to external macro risks.

Andrea Iannelli + 1 other | 29 August 2019

Luc Froehlich
Blog 4 min read

Trade war tit-for-tat escalates: Views from the investment desk

Volatility has returned to global financial markets following the latest developments in the ongoing trade spat between the US and China.

Luc Froehlich + 3 others | 6 August 2019

Bryan Collins
Blog 3 min read

Is seven an unlucky number for China’s currency?

China’s renminbi weakened past the seven per US dollar mark for the first time in more than ten years.

Bryan Collins + 4 others | 5 August 2019

Kim Politzer
Article 6 min read

Currency risk in pan-European real estate

Why it matters and where the unexpected dangers lie.

Kim Politzer | 10 July 2019

Paul Greer
Blog 2 min read

Turkey’s interest rate hold is a policy mistake

Turkey’s inaction on the benchmark interest rate is a major policy mistake, undoing much of the good of the rate rises in Q2.

Paul Greer | 24 July 2018

Matthew Quaife
Article 4 min read

Currency hedging: Testing the theory

Currency hedging: Testing the theory

Matthew Quaife + 1 other | 15 February 2018

Alex Duffy
Podcast 11 min listen

Currency risk: What developed markets can learn from emerging markets

Modern politics is making some developed market currencies unusually volatile. What can investors learn from emerging markets when it comes to currency risk?

Alex Duffy + 2 others | 2 February 2018

Curtis Evans
Video 4 min watch

Curtis Evans | 14 December 2017

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