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October 17

Opinion Hard time for sterling

According to Luc Luyet and Frederik Ducrozet, Asset Allocation & Macro Research, Pictet Wealth Management, the sharp drop of the sterling on Friday 7 October at the start of trading in Asia with the currency declining 6% in the course of twenty minutes was the climax of (...)

News

Global FX trading averages $5.1 trillion a day in April 2016; spot trading falls while FX swaps rise

Strategy

Brexit: ETF Securities sees rise in demand for short-GBP ETFs

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June 2

Opinion Brexit referendum: more volatility ahead for Sterling

According to James Butterfill, Head of Research at ETF Securities comments, Brexit is the mother of all market uncertainties: legal, political, economic, polling and currency risk combining to make any confidence about the short-term outlook (...)

April 26

Strategy JPY at risk of reversal: who wins? who loses?

JPY and Japanese equities were the outcast of the rally, in diffidence of Abenomics’ and BoJ’s chances of success. They bear a risk of a reversal ahead of the coming BoJ meetings (April 28 & June 16) and the July Upper House (...)

February 10

Strategy Fed, Oil, yuan: towards a triple capitulation?

The first few days of the year were particularly challenging for capital markets. Further incertitude regarding the strength of the US cycle and the possibility that the Chinese economy is weathering a heavy depression drove risky assets lower, bucking the traditional (...)

February 9

Note Signs of global liquidity tightening for emerging markets

Global liquidity conditions may have begun to tighten for emerging market economies (EMEs), according to updated data from the Bank for International Settlements. BIS General Manager Jaime Caruana detailed highlights from the latest global liquidity indicators, a measure of (...)

November 2015

Note On the impact of Brexit on sterling

As yet, sterling appears not to have reacted to the looming referendum on the UK’s continued membership of the European Union. Over the short to medium term, however, the currency should end up reacting negatively, so great is the fallout for the British economy. In (...)

November 2015

Strategy Volatility and absence of momentum in 2016 mean a tactical approach is needed

Volatility and absence of momentum in 2016 mean a tactical approach is needed, says Christophe Donay, Chief Strategist at Pictet Wealth Management

September 2015

Strategy Barclays’s Top Trades

Barclays read recent Chinese measures as evidence that officials are accepting that the country’s growth trend has been hit by the build-up of imbalances that can no longer be sustained. Barclays’s analysts think that a lower Chinese growth trend, more than the cyclical (...)

August 2015

Opinion Renminbi depreciation, an unexpected but welcome move

The depreciation of the Chinese currency took many investors by surprise. And a surprise it was, although not necessarily a negative one, says Victoria Mio.

January 2015

Innovation Nomura launches US Dollar and Euro-hedged Nikkei 225 ETFs

Nomura, Asia’s global investment bank, today launched the “Nomura Nikkei 225 Euro-Hedged UCITS Exchange Traded Fund” and the “Nomura Nikkei 225 US Dollar-Hedged UCITS Exchange Traded Fund”. The ETFs are listed on the London Stock Exchange and will be available to investors in key (...)

January 2015

Opinion Swiss National Bank (SNB) decided to abandon its minimum exchange-rate floor policy

Salman Ahmed, LOIM’s Global Strategist, has commented on the Swiss National Bank’s policy update this morning. He discusses the implications for the Swiss currency and the wider impact on the eurozone economy.

December 2014

Strategy Dollar strength

According to John Chatfeild-Roberts, CIO of Jupiter Asset Management, over the past decade, we have seen several longer term trends play out, from swift urbanisation in developing nations to technological advances everywhere. Changes in currency trends have also had an (...)

December 2014

News Rouble, Rates Moves Heighten Russian Economy Risks

Risks to Russia’s economy in 2015 have been increased by this week’s extreme volatility in the rouble and the sharp rise in interest rates, Fitch Ratings says.

December 2014

Innovation Source launches Euro-hedged S&P 500 ETF

Source, an investment firm and a leading European provider of Exchange Traded Products (ETPs), is pleased to announce the launch of a euro-hedged version of the Source S&P 500 UCITS ETF, which currently has approximately US$ 1.7 billion of assets under (...)

November 2014

News Weaker Rouble Raises Risks, But Manageable for Most Banks

The recent sharp fall in the Russian rouble has added to pressures on Russian banks’ credit profiles, leaving some exposed, Fitch Ratings says. However, rouble risks should be manageable for most lenders, unless deposit dollarisation accelerates and the currency falls (...)

October 2014

Note The impact of commodity prices on Emerging Markets

In the report, Nomura’s researchers highlight five channels through which emerging market economies are affected by lower commodity prices: Merchandise trade, CPI inflation, profit margins, fiscal positions, and GDP growth to assess the winners and losers in the Emerging (...)

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Opinion Swiss National Bank (SNB) decided to abandon its minimum exchange-rate floor policy

Salman Ahmed, LOIM’s Global Strategist, has commented on the Swiss National Bank’s policy update this morning. He discusses the implications for the Swiss currency and the wider impact on the eurozone economy.

Logo

Innovation Nomura launches US Dollar and Euro-hedged Nikkei 225 ETFs

Nomura, Asia’s global investment bank, today launched the “Nomura Nikkei 225 Euro-Hedged UCITS Exchange Traded Fund” and the “Nomura Nikkei 225 US Dollar-Hedged UCITS Exchange Traded Fund”. The ETFs are listed on the London Stock Exchange and will be available to investors in key (...)

Logo

Innovation Source launches Euro-hedged S&P 500 ETF

Source, an investment firm and a leading European provider of Exchange Traded Products (ETPs), is pleased to announce the launch of a euro-hedged version of the Source S&P 500 UCITS ETF, which currently has approximately US$ 1.7 billion of assets under (...)

Logo

News Rouble, Rates Moves Heighten Russian Economy Risks

Risks to Russia’s economy in 2015 have been increased by this week’s extreme volatility in the rouble and the sharp rise in interest rates, Fitch Ratings says.

Logo

News Weaker Rouble Raises Risks, But Manageable for Most Banks

The recent sharp fall in the Russian rouble has added to pressures on Russian banks’ credit profiles, leaving some exposed, Fitch Ratings says. However, rouble risks should be manageable for most lenders, unless deposit dollarisation accelerates and the currency falls (...)

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Opinion Euro-dollar outlook

So many reasons to sell the Euro against the dollar. Nevertheless we can expect a fall of the euro in the second half of 2011. The dollar should continue to remain for now a safe haven despite the monstrous imbalances in the US economy and because of the real risk of (...)

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Opinion The Euro will survive, but not the current Euro zone !

If the existence of the euro is not challenged, it is the case of the euro zone in its current configuration. In the same way that cohabitation between countries with maintaining parity exchange had become impossible in the EMS, cohabitation has become impossible within (...)

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Opinion Beware the dangerous emerging market ‘grand narrative’

The emerging markets (EM) ‘grand narrative’ that you hear constantly churned out is at best misleading and at worst dangerous...

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News SMEs switching to Renminbi for Chinese business according to DB survey

In spite of increasing volatility in foreign exchange markets, only around half of companies that were surveyed hedge foreign exchange risks in Renminbi transactions...

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News BNP Paribas denies having trouble obtaining USD funding

BNP Paribas categorically denies the statements made by a certain anonymous BNP Paribas executive who states that the bank has a liquidity problem in dollars and is participating in the creation of a market in euros to solve the (...)

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Note On the impact of Brexit on sterling

As yet, sterling appears not to have reacted to the looming referendum on the UK’s continued membership of the European Union. Over the short to medium term, however, the currency should end up reacting negatively, so great is the fallout for the British economy. In (...)

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Innovation Stoxx launches currency hedged version of european benchmark index

STOXX Limited introduced the STOXX Europe 600 Hedged EUR Index. The new index is a currency hedged strategy benchmark aimed at investors seeking exposure to the well-known STOXX Europe 600 Index, while at the same time looking to reduce the risk of currency (...)

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Strategy The Euro’s Survival and traditional asset classes prospects for 2012

On the basis of the survival «in fine» of the Euro through a constrained and massive indirect monetization from the ECB, what are the expectations for 2012 on foreign exchange, short-term rates, long-term rates and (...)

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Strategy Currencies: The investment theme of the next decade?

A wind of change is blowing on the international monetary system, which could start a new chapter of its history. Investment Strategy Specialist at ING Investment Management, Vincent Juvyns presents current issues and explains how they can be an investment (...)

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Note Russia well-positioned against non-energy sanctions in the short term

Border tensions are high, information on the conflict zone is incomplete and misleading, and soft-tone diplomacy is not doing the trick. As conflict resolution remains out of sight, international sanctions against Russia are increasingly likely to continue for longer, (...)

Focus

News Eurozone: How the City is bracing itself for the worst.

Within the large investment banks, special teams consisting of 10 to 30 people have been assembled in order to develop rescue kits designed to face all types of scenarios resulting from a breakup of the Eurozone.

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