currency

Obviously in the near term, week-to-week, month-to-month it’s impossible to predict currencies, but over any medium-term period – you can at least, in our view, make some informed judgments around what the shape of the probability distribution of possible outcomes looks like. Show More

Financial advisers and investors may have a tendency to shy away from taking an active approach to currency management due to the perception that currency movements are highly unpredictable. Whilst this may be true in the short term, the longer-term direction of currencies can often be reasonably predictable. Show More

Vimal Gor, Head of Bond, Income and Defensive Strategies at Pendal Group, says there’s just one fundamental driver of all asset prices. That driver is liquidity and Gor says that the current investment backdrop makes him feel the most bearish he's been in 2 years. “It’s quite clear that when... Show More

After a recent trip to Argentina over the Christmas break, we couldn't help but notice the relentless rise in prices the country has experienced in recent years. This inflation was evident at one of the restaurants we ate at. Show More

Fixed interest is a core part of any good portfolio, but just how well is the asset class understood? In this exclusive Q&A with Livewire, Jay Sivapalan, Co-Head of Australian Fixed Interest and Portfolio Manager at Janus Henderson Investors discusses the biggest theme in the market today, where he's seeing... Show More

The AUD dropped harder and faster than other Asian currencies on Friday reinforcing its position as a liquid and flexible proxy for the Asia region. Right now the Australian economy is performing at its best in years which should be good news for the AUD, but the currency is sending... Show More

The last week has seen global risk appetite improve, although the AUD has struggled to capitalise and any rallies have proved fleeting. We summarise key events in the market this week in the transcript and video below. Show More

For the last two calendar years, the Australian dollar has defied our expectations for weakness. But after hitting $US0.81 in January it’s been trending down as US interest rates fell below the Australian cash rate, the threat of a US-driven trade war increased and it recently broke below a short-term... Show More

In a recent survey of self-directed and SMSF investors, AMP Capital found that geopolitical risk was one of the biggest concerns and is resulting in investors keeping an average of $110k in cash – money that they would otherwise have invested^. Show More

2018 has been a fascinating year so far with many different cross-currents running through markets. We have seen central banks hiking, just as Governments look to expand fiscally. At the same time, the big economic powerhouses go head-to-head on trade. Where does this all lead us? Below we walk through... Show More