Tag: currency

Risk July 10, 2020

Liquidity Woes Have Abated, But Don’t Get Too Comfy, JPM Says

After the March freak-out, when even selling a Treasury was tough, a shaky equilibrium prevails.

Asset Allocation June 15, 2020

The Dollar Will Keep Falling, UBS Predicts

Falling rates, political tensions, and less virus fear are the reasons, the Swiss bank’s CIO says.

Asset Management Culture March 19, 2020

Norges Bank Draws Down Oil Revenues to Ease Coronavirus Impact

Norway’s central bank is ramping up spending amid greater calls from the government for a stimulus package.

Opinion July 23, 2018

Opinion: Field of Dummies and The Greater Fool Theory

A simple solution to the FiX we are all in.

May 8, 2017

Listening To The Greenback

Investors are increasingly looking overseas to put their dollars to work. But the dollar itself refuses to cooperate.

Industry White Papers

Optimizing Pension Risk Transfer Timing and Execution Pension risk transfer transaction timing is always important — but now more than ever.

2020 Long-term Capital Market Assumptions Q3 Update

Investing in Real Estate, Look to New York—Here’s Why Capitalizing on near-term opportunities

2020 Long-term Capital Market Assumptions Q2 Update

Emerging Markets and Covid-19: Crisis or opportunity…or both? 2020 will be a challenging moment for Emerging Markets’ economies. But there will likely be a wide open Emerging Markets “door” that sees governments fall back on privatisation to bridge fiscal holes. In an environment of tight domestic monetary conditions and reduced cross border flows, the buyers of these assets have considerable advantage.

Meditations in an emergency Multi-Asset Strategist Adam Berger discusses the macro and market impact of the coronavirus and offers his "playbook" for the coming weeks and months, including thoughts on rebalancing and opportunistic investments.