Currency

  • Don’t underestimate currency risk

    Don’t underestimate currency risk

    Currency is the “biggest hidden risk” to equity portfolios, yet many investors are not aware of the threat it poses, according to Natixis Investment Managers.

  • OMGI’s Ormiston: euro at $1.30 spells pain

    OMGI’s Ormiston: euro at $1.30 spells pain

    Old Mutual Global Investors’ Ian Ormiston believes the strong euro is not having a material impact on European companies, but warns this could change if it breaches $1.30.

  • WM profile: Michel Perera, Canaccord Genuity Wealth Management

    WM profile: Michel Perera, Canaccord Genuity Wealth Management

    The master of reinvention Michel Perera, chief investment officer at Canaccord Genuity Wealth Management, talks about his investment process, the importance of establishing a client’s risk profile and identifying value in UK equities.

  • Active currency decisions a must in current environment - Natixis

    Active currency decisions a must in current environment – Natixis

    Right now, which currency share class you choose is a much more material allocation decision than the call on the asset class itself, Natixis said on Wednesday.

  • Modi’s daring reform move gets little notice

    Modi’s daring reform move gets little notice

    Overshadowed by the US presidential election last week was a “bold and historic” move by the Indian government to ban 500 and 1000 rupee currency notes, which is expected to be “transformational” for the economy in the medium term, asset managers said.

  • PA OPINION: Why the dollar bulls are mistaken

    PA OPINION: Why the dollar bulls are mistaken

    The dollar has rallied in recent days as investors believe stronger US GDP growth and Fed rate hikes will push the greenback up. But markets are ignoring the forces that are likely to drag the dollar down in the longer term.

  • PA Video Insight: Currency pleas for more not less volatility

    PA Video Insight: Currency pleas for more not less volatility

    Currency investing is a relative trade so needs markets to go up or to go down allowing specialist managers like Paul Lambert to take advantage of the volatility this creates – just as long as they don’t stay still!

  • Dollar drags dividend index to first annual decline - Henderson

    Dollar drags dividend index to first annual decline – Henderson

    The strong dollar has pushed global dividends down for the first time in the Henderson Global Dividend Index’s seven-year history.

  • Economic arguments around Brexit impact are 'bogus' - Woodford

    Economic arguments around Brexit impact are ‘bogus’ – Woodford

    Neil Woodford has said he believes the United Kingdom’s economy would not be adversely impacted by leaving the European Union, with temporary currency weakness the only real issue.

  • Why the dollar could head lower than you think

    Why the dollar could head lower than you think

    The performance of the dollar has been one of the mainstays of global markets over the course of the past 18 months – but things are likely to be more nuanced this year

  • Sterling has lost its shine - Miton

    Sterling has lost its shine – Miton

    As UK’s political landscape becomes increasingly uncertain, taking brave currency positions is not a wise move at the moment, according to Miton.

  • Further sterling fall likely - SEB

    Further sterling fall likely – SEB

    Investors should expect further sterling weakness in the coming months, according to Carl Hammer, currency strategist at SEB.