Macro Monthly

The power of currency

02 Jul 2019

The July issue of Macro Monthly focuses on the upcoming G20 summit, and how currency trades may form an effective hedge against event risk arising from expected trade talks between presidents Trump and Xi.

The issue includes a discussion of Investment Solutions' pure FX portfolio, the Currency Absolute Return Strategy (CARS), which focuses on idiosyncratic economic and valuation signals for the world's liquid currencies.