November 2011
Strategy US dollar now sole safe haven currency
The US dollar will increasingly benefit from the flight to quality as the appeal of other ‘safe haven’ currencies wanes, according to Jack McIntyre, portfolio manager at Brandywine Global, a subsidiary of Legg Mason.
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October 2011
Note Survey: European investors are optimistic for the future of the Euro
It emerges from an poll, conducted by the Global Alliance of Investors, dealing with institutional investors in Europe, that 80% of those questioned, believe in the ability of the euro to cope with current challenges. British investors are less (...)
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October 2011
Regulation High Frequency Trading (HFT): Positive for forex market and negative for equities ?
While the AMF and European regulators plan to limit or prohibit HFT, the BSI considers it to be beneficial to the foreign exchange market in normal times and in times of stress...
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September 2011
Opinion The Euro, a foreign currency?
The Euro is, in principle, the common currency of the Europeans, however the crisis of sovereign has uncovered something completely unexpected and previously hidden. The Euro is, in fact, proving itself to be a foreign (...)
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September 2011
Strategy Forex, a value added in an allocation between real and financial assets
The foreign exchange market (Forex) is not an extra asset class but all asset classes together in the same market. It can be a real source of diversification and performance subject to a systematic, disciplined and rigorous (...)
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September 2011
News Forex: the list of unauthorised websites in France
ACP and AMF update the list of unauthorised websites offering forex investments
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September 2011
Strategy Swiss franc – aggressive intervention
By announcing that it would no longer tolerate the CHF stronger than 1.20 against the EUR and highlighting that in its opinion the CHF was still overvalued above 1.20, the SNB signalled that it was prepared to intervene in the FX market to sell CHF in unlimited (...)
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September 2011
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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August 2011
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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August 2011
Strategy Investing during market turmoil
The idea that considers equity investing as long term has simply become absurd nowadays and has been so during the last 10 years. Let us be reassured. Opportunities will still be around. The only real question nowadays is how to allocate between real assets and financial (...)
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July 2011
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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June 2011
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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June 2011
Opinion Strong support for the Euro and weak factors for cyclical currencies.
According to SG Private Banking’s strategists, the interest rate differential is supporting the euro, whereas mounting incertitude is weighing on cyclical currencies.
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June 2011
Opinion Euro to gain reserve status and expand in the coming years
According to Michael Story, economist at Western Asset, while some peripheral European countries will be unable to escape restructuring their debt, the euro is unlikely to collapse any time soon as a result, and should in the short to medium term strengthen its position as a (...)
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May 2011
Opinion New world order: three central economic theses
According to Johannes Müller, Chief Economist of DWS Investments, the next ten to twenty years will bring 3 major changes: higher rates of inflation, weaker importance of the U.S Dollar and an increase in market (...)
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