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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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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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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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Strategy Financial markets: hedging against new structural risks and stagflation

There are at least four new structural risks to consider: regulation, Middle East, euro zone’s crisis, and again the idea of a change in growth model of emerging countries.

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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.

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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 (...)

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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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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 (...)

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Innovation PIMCO has launched Foreign Currency Strategy Exchange Traded Fund (FORX)

PIMCO, a leading global investment management firm, has listed the PIMCO Foreign Currency Strategy Exchange Traded Fund (Ticker: FORX), created to offer investors the potential to benefit from fundamental changes in global currency dynamics by diversifying away from the (...)

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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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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 (...)

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Strategy Caution in order for emerging currencies in short term

For nearly one month, the renewed strains experienced by US long rates following the good October employment data (despite the shutdown) have triggered a new correction on the part of emerging currencies (even though they have stabilised somewhat of (...)

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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 Capital outflows from Russia are manageable

According to Fitch, capital outflow from Russia has increased sharply in the 4th quarter, but does not currently seem high enough to affect the country’s BBB rating...

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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 (...)

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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 (...)

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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