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September 2018

Opinion Is South Africa the Next Currency Crisis?

2018 has been marked by various emerging market crises. From Turkey to Argentina, confidence has eroded, resulting in bond and currency chaos. There is a growing focus on South Africa, and our analysis suggests that will (...)

Opinion

Anatomy of a dollar rally

Opinion

Despite fears about the Bitcoin ’bubble’ bursting, the price of the new digital coins is going through the roof

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November 2017

Innovation TOBAM launches first Bitcoin mutual fund in Europe

TOBAM, the Smart Beta pioneer, announced today the launch of the TOBAM Bitcoin Fund, an unregulated Alternative Investment Fund, set up in France. The fund, the first of its kind in Europe, will allow qualified and institutional investors wanting to gain an exposure to the (...)

April 2017

News The euro jumped by 1% this morning against the US dollar to 1.0836, while defensive assets dropped

The French OAT- German Bund yield spreads tighten by 16bps as market’s pricing in the likely outcome of Macron winning the elections as many French political leaders now support him in an effort to block the Far-right Le (...)

December 2016

News Euro surpasses RMB in traditional trade finance

Since the launch of the first SWIFT RMB Tracker in November 2011, the RMB has shown stellar growth for payments, whilst RMB usage by value in traditional trade finance – letters of credit and collections – has been decreasing since 2014. The Chinese currency is now the (...)

October 2016

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 (...)

September 2016

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

The 2016 Triennial Central Bank Survey of foreign exchange (FX) and over-the-counter (OTC) derivatives markets activity shows a decline in FX spot trading for the first time since 2001, even as activity in FX derivatives continued to (...)

June 2016

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

According to James Butterfill, Head of Research and Investment Strategy at ETF Securities, most investors believe that the greatest short-term impact - of fear of Brexit rather than Brexit itself - will be on sterling and consequently he has seen a big rise in short (...)

June 2016

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 2016

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 2016

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 2016

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 (...)

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News Currency Swaps to hide Greek debt?

The general opinion that Goldman Sachs might have helped the Greek government to hide its debt through Currency Swaps, leaves one more than skeptical.....

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Strategy Volatility : An asset class to make a portfolio more robust to crises

Investors, especially those of long-term maturity, should take advantage, to make their portfolios less vulnerable to episodes of market stress...

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News The euro jumped by 1% this morning against the US dollar to 1.0836, while defensive assets dropped

The French OAT- German Bund yield spreads tighten by 16bps as market’s pricing in the likely outcome of Macron winning the elections as many French political leaders now support him in an effort to block the Far-right Le (...)

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News BNP Paribas Investment Partners granted one of the first RQFII licenses in France and the Eurozone

BNP Paribas Investment Partners granted one of the first RQFII licenses in France and the Eurozone: Providing its clients with the latest investment avenues to China’s Onshore Markets

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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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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 (...)

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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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Strategy The main trading recommendations of Goldman Sachs for 2012

The American bank’s suggests the following strategies as its flagship trading recommendations in 2012: Short on the German bund with an expected 2.8% 10 year return and long EUR / CHF with 1.35 as target…

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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 (...)

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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 (...)

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Innovation TOBAM launches first Bitcoin mutual fund in Europe

TOBAM, the Smart Beta pioneer, announced today the launch of the TOBAM Bitcoin Fund, an unregulated Alternative Investment Fund, set up in France. The fund, the first of its kind in Europe, will allow qualified and institutional investors wanting to gain an exposure to the (...)

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Strategy Fundamentals point to a weaker euro

This has been a bleak month for the euro zone. A string of weak data releases, including flat region-wide GDP growth, and a contraction in Germany and Italy (the latter for the second quarter in a row, indicating recession), suggests the recovery not been (...)

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

According to James Butterfill, Head of Research and Investment Strategy at ETF Securities, most investors believe that the greatest short-term impact - of fear of Brexit rather than Brexit itself - will be on sterling and consequently he has seen a big rise in short (...)

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Opinion « Currency war », return of protectionism: threats and opportunities!

An analytical report by Jacques Tebeka, Head of Diversified Multi management at Edmond de Rothschild Investment Managers

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

The 2016 Triennial Central Bank Survey of foreign exchange (FX) and over-the-counter (OTC) derivatives markets activity shows a decline in FX spot trading for the first time since 2001, even as activity in FX derivatives continued to (...)

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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