Tuesdays announcement by the Office of National Statistics that UK inflation fell to zero in February underlined, not only that rates are unlikely to move higher anytime soon, but also just how quickly consensus can change.
Investors concerned by eurozone political rumblings should seek protection via the US dollar, says Legal & General Investment Management’s Justin Onuekwusi
The dollar has yet to feel the full effect of US rate hike expectations, says Natixis Global Asset Management.
Neuberger Berman has sounded a note of caution on the ongoing strong rally in the value of the dollar versus other major currencies.
The euro plunged ominously toward parity with the dollar on Tuesday, trading as low as 1.07 at the time of writing. The last time it hit such levels was in 2003.
UBS Global Asset Management is targeting concerns over currency volatility with the listing of its composite hedged exchange-traded fund on the London Stock Exchange.
The US may be about to hit the final 100 yards of its economic marathon, but Rathbones’ David Coombs says there is still room for an earnings upside surprise.
Bill Smead, chief investment officer at Smead Capital Management, discusses why the so-called Millenial generation are in for a economic rollercoaster.
Bill Smead, chief investment officer at Smead Capital Management, discusses why the so-called Millenial generation are in for a economic rollercoaster.
Aberdeen Private Equity fund has blamed the fall of the dollar against sterling for its 5.8% drop in share price over the six months to 30 September, declining to 103.6p.
Sterling suffered a little bit at the end of last week as a result of trade balance figures showing the deficit had widened along with strong US labour data.
The dollar/yen carry trade back in 2007 was a $1trn investment and while it is nowhere near that level now there are plenty of investors returning to similar relative plays.
