Pound could fall more than 20%
Response to demand
Oil volatility grinds lower
Dollar reverses gains
Comes amid sterling volatility
Monitoring developments in other oil-exporting nations
May face 'legal consequences'
Pound has already fallen 10%
Run by trio of managers
Conditions may worsen
Extends QE to at least March 2017
Shifts in currency and equity positions
Townsend Lansing, head of short/leveraged and FX platforms at ETF Securities, explains how currency hedging in the ETP space can be used to exploit market dislocations
Depreciating rand weighs on firm
Managers of the Ruffer Investment Company have raised exposure to sterling on the portfolio to its highest position ‘for many years'.
China has surprised investors by weakening its currency almost 2% lower after a weekend of poor trade data, sending shockwaves through other Asian currency markets.
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.
An overheated exchange
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.
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.
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.
Peter Elston, chief investment officer at Seneca Investment Managers, investigates the pros and cons of forex hedging.
Single investment region?
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.