dollar

The managers of Standard Life Investment's giant £18bn Global Absolute Return Strategies fund have put in place four key trades ahead of an expected uptick in volatility in September, which they expect to benefit investors into 2014.

CURRENCIES

The Nikkei tumbled 3% on Friday to touch its lowest level for almost three weeks as the yen strengthened against the dollar.

Fidelity's Trevor Greetham, who heads up the firm's tactical asset allocation team, has cautioned returns on emerging market equities will continue to disappoint as US monetary policy normalises.

The pound has slid sharply over the last few weeks versus a basket of currencies, while the US dollar has continued its 2013 resurgence, but where are the screaming buys in currency markets now?

In a week when tapering talk reached fever pitch, one of our best read stories looked at the dollar slump as Fed chief Ben Bernanke said he will hold firm on QE for a while longer.

Investors backing the US dollar were caught out last night after Ben Bernanke, chairman of the Federal Reserve, said stimulus measures are likely to remain in place in the US for some time.

The pound has fallen further against the dollar in early trading, deepening a slump that began yesterday after the Bank of England reassured investors about the future path of the base rate.

Emerging markets now face a "cyclical point" in their development as the impact of loose monetary policy around the globe begins to wane, according to Jupiter CIO John Chatfeild-Roberts.

Scott Jamieson, head of multi-asset investing at Kames Capital, is running his highest ever allocation to the US dollar in the view it could appreciate as much as 20%-25%.