Currency – Page 9
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Features
Fixed income, rates, currencies: Trump fails to rattle markets
Geopolitics is certainly adding to the mix for increasing volatilities across markets, with trade news being at the top of minds
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Features
The Dollar: The greenback quandary
The US economy is growing, as are inflation expectations. The Federal Reserve’s response has been to embark on the most aggressive rate-tightening cycle in the developed world
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NewsAP1 boosts investment in growth markets and slims dollar exposure
Swedish national pension fund reports beats peers with 9.7% annual return
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FeaturesIPE Expectations Indicator: March 2018
What does one expect to happen when positive sentiment declines across the board? What we know is that near universal sentiment movements do not happen often
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Features
Asset Allocation: What’s changed?
While there was general acknowledgement that this year would indeed bring more volatility to financial markets, the sharpness of February’s stock market moves was still surprising
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Special Report
The Dollar: A safe haven emerges
Expected dollar weakness could strengthen the case for emerging markets in the short and long term
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FeaturesIPE Expectations Indicator: February 2018
Given the similarities between the February 2018 and February 2017 expectations surveys, it may be appropriate to wish everyone a ‘happy same year’
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Features
Asset allocation: A still unusual business cycle
There is consensus that last year’s global growth trade will continue into 2018. However, with today’s high valuations, risk assets might reward less than in 2017
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News
Berlin pension fund backs ex-Berenberg bankers’ startup
€1.5bn scheme takes equity stake in currency overlay specialist 7orca as well as granting €300m mandate
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News
Joseph Mariathasan: Why crypto-currencies won't stay the course
Crypto-currencies best viewed like having a flutter on the national lottery
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FeaturesIPE Expectations Indicator: January 2018
It would be an understatement to say the shine has left the US equity market, given this month’s manager expectation submissions
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NewsMandate roundup: German fund in €1bn LDI search on IPE Quest
Plus: ERAFP tenders out €2bn currency hedging mandate
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News
IPE Conference: Blockchain ‘promising but still far off’
Legislation must be in place ahead of governance, say panellists
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FeaturesIPE Expectations Indicator: December 2017
This survey has rarely found such consensus among asset managers as we see in this month’s survey. Virtually no manager expects euro-zone equities to fall or euro bond prices to rise
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Features
Fixed income, rates, currencies: Bullish trend surprises markets
Few predicted that so soon after the election of Donald Trump to the US presidency, the stock market would get back into its (post-financial crisis) bullish trend
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News
TOBAM seeks to bring Bitcoin to institutional investors
French asset manager launches unregulated mutual fund for the ground-breaking cryptocurrency
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FeaturesIPE Expectations Indicator November 2017
Just when some major themes seemed to be on pause, managers’ expectations crept into rarified territory, while in others themes in place since at least 2014 have gathered momentum. Whether valuation extremes are appropriate, managers believe they will continue.
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Special Report
Swedish Krona: Benign prospects
Relatively high productivity growth means the long-term outlook for the krona is good
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Special ReportEMIR: The costs of compliance
Asset managers have invested heavily in implementing EMIR
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Special Report
Currency Management: Risk and reward
The dollar is in danger of losing its safe-haven status
