Stonehage Fleming: Five reasons not to dread Q2 2023 earnings season
Stonehage Fleming’s Gerrit Smit discusses the fourth industrial revolution, the reopening of China and currency movements
Dollar
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Deep dive. Searching for pearls when the world is no longer your oyster
Geopolitical risk factors are exerting a greater force on companies and sectors, but investors still have time to adapt
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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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Square Mile: Emerging market debt funds to watch
Top performers and compelling newcomers in the spotlight
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Surprisingly resilient emerging markets defy strong dollar
Even carving out a resurgent China, some EM economies delivered growth in Q1
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Did 75bps rate hike signal peak Fed hawkishness?
All eyes will be on the annual Jackson Hole meeting which may offer clues about the path moving forward
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Sell-off leaves investors nowhere to hide as safe havens struggle to deliver
Many traditionally defensive assets have not lived up to their reputations
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Could a rising dollar throw emerging markets and commodities off course?
Higher long-term bond yields are usually supportive of the US dollar
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Vix hits five-month high amid overnight sell-off
The Volatility Index (Vix) has risen to its highest level since August, following a frenetic overnight sell-off in the bond and stock markets.
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US government shutdown sees pound climb
The prospect of a US government shutdown has seen the pound climb to its highest level against the dollar since Brexit, while cryptocurrency Bitcoin continues to decline.
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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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Markets ‘march on’ and euro gains on dollar after Macron win
Financial markets were buoyed by Emmanuel Macron’s victory in the French presidential election, as the euro soared against the greenback.
