Currency

How Currency Hedging Can Boost Yield
Don’t Shun Global Bonds
China’s Higher Bond Yields Buck the Global Trend
To Hedge or Not to Hedge? With Currency, It’s a Vital Question
China’s Currency Weakness: Not as Bad as it Seems—Yet
Is a New Front About to Open in the US-China Trade War?
The Long View: China—The Indispensable Nation?

The Long View: China—The Indispensable Nation?

by Douglas J. Peebles, Eric Winograd
A generation ago, China had little influence beyond its borders. Today, its importance to the world economy rivals the United States’. China’s role in markets is growing, too: in April, it will join a major global bond index. The future may bring a freely traded Chinese yuan and a challenge to the US dollar.

China, Currency, Economics, Fixed Income, Late-Cycle Investing


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Active US Investors Gain Hedge Edge with Global Bonds
How Contagious Is Turkey?

How Contagious Is Turkey?

by Morgan Harting, Christian DiClementi
The Turkish lira has dropped 38% as of August 28, putting pressure on inflation as well as the country’s debt-heavy corporations and banks. Investor jitters have spread over the past week to some other emerging markets and European banks with Turkish exposure, but we don’t expect contagion to expand much further from here.

Currency, Emerging Markets, Fixed Income, Multi-Asset, Volatility


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Imbalance of Trade: What Trade Wars Mean for Market Stability
Will Chinese Renminbi Destabilize Markets as Trade Wars Escalate?
Can Emerging Markets Defy a Stronger Dollar?
Global Bonds: You Asked, We Hedged
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