30/09/2022 Geopolitics Upheaval in the global FX regime The energy and inflation crises have uncovered cracks in the long-standing global foreign exchange regime. A new approach to currency management is required...
30/09/2022 Fixed Income & FX Global foreign exchange regime faces winds of change Dollar strength is causing strains, even in developed countries like Japan and Britain. Countries will have to intervene to fix misalignments in currency...
15/10/2021 Geopolitics Shifts & Narratives #10 - China is finally emerging from the... Today, with developed market equities highly correlated and bond yields remaining subdued, investors are searching for other sources of income. In this...