What next for Asian currencies

Note that I will be speaking on the currency panel at the 5th Global Independent Research Conference on 3rd February in London (1 Wimpole Street). We will be discussing the outlook for i) Asian and EM currencies, including the Renminbi, ii) developed market currencies, including the Euro and Sterling, iii) depressed global FX volatility, iv) central bank monetary policy and

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Asian currencies showing some viral resistance

Note that I will be speaking on the currency panel at the 5th Global Independent Research Conference on 3rd February in London (1 Wimpole Street). Independent research providers will be debating their views on a range of investment topics through panel discussions. This conference is for the buy-side community including Portfolio Managers, Chief Investment Officers, Fund Managers, Strategists, Analysts and

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Lack of US market & macro volatility both reassuring and troubling

Note that I will be speaking on the currency panel at the 5th Global Independent Research Conference on 3rd February in London (1 Wimpole Street). Independent research providers will be debating their views on a range of investment topics through panel discussions. This conference is for the buy-side community including Portfolio Managers, Chief Investment Officers, Fund Managers, Strategists, Analysts and

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4X Global Research Forecasting Track Record

4X Global Research (4XGR), a fully independent yet well connected London-based research consultancy, has since its inception in 2016 consistently posted a strong forecasting track record for currencies, rates as well as macroeconomic and political developments which is detailed below. This underscores its rigorous top-down approach, rooted in both a detailed qualitative assessment of emerging and G20 fixed income markets

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Global growth is slowing, not in recession

A theme which has gained increasing traction is that the world economy could once again go into recession, with some reports that global growth is already in recessionary territory. At a country-level, a recession is defined as two consecutive quarters of negative quarter-on-quarter seasonally-adjusted (real) GDP growth. By this metrics Italy was in recession in H2 2018 while Germany avoided

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