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.
Key drivers for 2015
Russia's credit rating has been cut to junk status by ratings agency Standard & Poor's for the first time in a decade.
Legendary investor Jim Rogers has said he owns more US dollar than any other currency despite the fact he believes it to be "terribly flawed".
Greenpeace International has apologised to supporters after losing €3.8m through "ill-judged" attempts to play the currency markets.
Housebuilder stocks have fallen and the pound is nearing 1.70 against the dollar as investors react to Mark Carney's change of tack on interest rates and new measures that may curb mortgage borrowing.
Sterling has spiked further against the dollar and other currencies after strong retail sales and minutes of the latest Monetary Policy Committee meeting stirred up the rate hike debate.
Sterling has risen above $1.69 against the US dollar during trading, nearing its highest level for five years following the release of strong manufacturing data for April.