Currencies

We look at the implications a various European central bank meetings this week, for currency strategy.

In this insight, we update our thinking on the recent BoJ move in terms of positioning for the yen and JGB yields.

The new national unity government in South Africa creates a geopolitical opportunity that investors should not bet against in the short term. A broad-based rally is likely to unfold relative to other emerging markets. However, structural problems and distrust within the new coalition hold out significant risks over the long run.