FX Quarterly for Third Quarter 2017

Blog Cover Photo

In this edition we highlight:

  • Five themes for quarter three – ECB and Fed policy, an analysis of the Fed’s composition, key political events on the horizon, and what it all means for currency markets.
  • A landscape of Emerging Market countries that has to be navigated carefully, with an eye toward strong economic fundamentals and low political risks.
  • Masashi Murata also offers an overview of Emerging Market countries.
  • Currency Forecasts and an analysis of productivity and wage growth.

Read the full Q3 2017 FX Quarterly.

FX Quarterly for Second Quarter 2017

2017-03-29_14-28-25In this edition we highlight:

Read the full Q2 2017 FX Quarterly.

 

 

ESMA Opinion Changes the Rules for UCITS Share Classes

european union

Given the lack of a common legal and regulatory framework, EU countries are divided with respect to whether different types of units or shares (share classes) of the same UCITS sub-fund may differ from one another. In response to the confusion, the European Securities and Markets Authority (ESMA) identified four principles for EU investment managers to follow when establishing share classes.

Continue reading

FX Quarterly for First Quarter 2017

quarterly-blog-image

In this edition we highlight:

Read the full Q1 2017 FX Quarterly.

All Weighed Down Except for Won

image-3-for-blog-post

Dr. Win Thin provides an in-depth profile of several Emerging Market countries, including South Africa, Turkey, Mexico, Brazil, China and South Korea, the latter displaying sound fundamentals and representing the bright spot of the group.

We describe the weight of downgrade risks, murky politics and lower oil prices that other countries in the group are feeling.  

Continue reading

FX Quarterly Outlook for Fourth Quarter 2016

10-12-2016-11-34-20-am

In this edition we highlight,

Continue reading