Currencies
Currencies
Ugo Lancioni, head of global currency at Neuberger Berman, takes a closer look at some of the consensus currency positions of last year, and asks if they are still compelling.
06 August 2015
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Currencies
John Wyn-Evans, head of investment strategy at Investec Wealth & Investment, takes a closer look at the global impact of recent currency wars and a future rise in US interest rates.
29 June 2015
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4 min read
Currencies
Tilney Bestinvest has removed its currency euro and yen hedges in the belief that the macroeconomic factors driving weakness in the currencies have now subsided.
29 June 2015
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1 min read
Asia
Renewed yen weakness could bring about a fresh global currency war resulting in a 'tidal wave of deflation' in China and the West, Société Générale's Albert Edwards has warned.
02 June 2015
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2 min read
Alternatives
Peter Elston, chief investment officer at Seneca Investment Managers, investigates the pros and cons of forex hedging.
20 May 2015
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Currencies
The managers of the Ruffer investment company have slashed their exposure to the US dollar on fears it is no longer fit to act as a hedge, and have moved into the Japanese yen instead.
13 February 2015
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Global
Russia's credit rating has been cut to junk status by ratings agency Standard & Poor's for the first time in a decade.
27 January 2015
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