PA Fund Manager Profile: Polar Capital’s Jorry Nøddekær on emerging market opportunities beyond China
The manager discusses why deglobalisation and the dwindling dominance of China will help spread opportunity and growth to other EM economies
Currencies
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Stronger sterling could cast unflattering light on FTSE 100 firms
Weakness against the dollar boosted earnings for equity investors in 2022
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Turkey crisis rattles emerging markets
Currency sell-off highlights country’s reliance on foreign capital.
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Eight fund managers on the next turn for the US dollar
As the US Federal Reserve leads the developed world on hiking rates, fund managers weigh in on whether the greenback’s strength will continue – upsetting emerging markets along the way – or if structural elements in the US economy provide reasons to be bearish.
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Watching the pound is important for UK investors
Weighed down by the strength of sterling, investors in UK equities have suffered a tough start to 2018 with both the FTSE 100 and FTSE All-Share indices registering negative returns in January.
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PA ANALYSIS: Is dollar weakness set to reverse?
The dollar weakness we’ve seen this year took most investors by surprise. There are, however, obvious reasons for this, and fundamentals suggest it could reverse.
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The highs (and lows) of the pound
The new 12-sided pound launched on Tuesday 34 years after it was first minted in coin-form. With its value still struggling following Brexit, we have looked back at its highs, and lows, since its big 1983 reveal.
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How low can sterling go?
Sterling hit an eight-week low on Tuesday morning in reaction to Parliament’s approval of the Article 50 bill – but with at least two years of negotiations ahead, could the currency fall even further?
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PA ANALYSIS: Is the pound’s pumping up of portfolios dangerous?
The large slide in the value of the pound that followed the Brexit vote has made non-UK assets worth more in sterling portfolios, lifting their returns. Is this all good news though or does it create additional risk?
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Dollar strength: How much further can the rally go?
The US dollar has been rallying ever since mid-2014 and has had a further rise since President-elect Donald Trump won the election. What is driving this rally? Should we expect it to go further?
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Is the Trump inspired dollar slide over already?
As Donald Trump’s win in the presidential election became inevitable overnight, the dollar fell against other major currencies but this was quickly reversed following his conciliatory victory speech.
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The changing fortunes of global currencies
Whilst we were all eagerly hoping to get a new polymer £5 note in our change from the supermarket a couple of weeks ago, another currency was also also making a ‘first’ appearance of sorts: the Chinese yuan was added to the global reserve basket.
