In this article we discuss why investing in Currency Strategies are a strong consideration for the markets ahead. Quantitative Easing (QE) on an unprecedented level, and the adoption of Zero Lower Bound (ZLB) monetary policy by central banks across the globe were the lead solutions to the financial crisis. These solutions have had an enormous impact on almost every asset class … [Read more...] about Could crisis alpha be the next big thing?
Look up the International Monetary Fund/World Bank table of reserve assets and today’s Western investors might get something of a surprise – gold sits at the very top of that list. While gold remains the go-to primary reserve asset of the world’s central banks, global super rich, and even the developing world, for some strange reason the precious metal has long been shunned … [Read more...] about Missing a trick
Policymakers in Beijing cannot afford to allow pollution to undermine economic and social welfare. It offers a structural driver that smart investors can take advantage of. Next year will mark the latest milestone in China’s drive to reduce its carbon footprint if it can consolidate its position as the world’s top importer of natural gas, having just overtaken Japan.The … [Read more...] about China’s long green march
Interest in private markets has grown rapidly among investors, particularly within an environment of historically low interest rates and market volatility. … [Read more...] about Private markets – a wealth of opportunities
At this stage Brexit is beginning to look more like a Netflix series by the day. Theresa May’s cabinet are at war, Boris lies in wait, Europe and the UK are speaking different languages, literally, and the issue of … [Read more...] about Managing currency risk against the backdrop of Brexit