BNP AM

The sustainable investor for a changing world

Search for

Filter by

Asset class

Economics

Geography

Investing

PORTFOLIO PERSPECTIVES | PODCAST – 8:51 MIN

Talking heads - A new foreign exchange regime?

Daniel Morris
By JOHN BRADLEY, DANIEL MORRIS 11.04.2022

In this article:

    Foreign exchange (FX) markets can be viewed as a derivative asset in that they tend to be driven by volatility in other asset markets. Since 2015, most of the leading currencies have traded in relatively confined ranges. With volatility rising in equity, bond and commodity markets, there are good reasons to expect a new regime in currency markets.  

    Listen to this Talking heads podcast with head of foreign exchange John Bradley and chief market strategist Daniel Morris as they discuss what a new regime in foreign exchange markets could mean for different categories of currencies.

    Formerly known as ‘Market weekly’, Talking heads brings investors the in-depth insights on topics that really matter to them, analysis of the world and markets through the lens of sustainability and more great conversations with investment experts.

    Disclaimer

    Please note that articles may contain technical language. For this reason, they may not be suitable for readers without professional investment experience. Any views expressed here are those of the author as of the date of publication, are based on available information, and are subject to change without notice. Individual portfolio management teams may hold different views and may take different investment decisions for different clients. This document does not constitute investment advice. The value of investments and the income they generate may go down as well as up and it is possible that investors will not recover their initial outlay. Past performance is no guarantee for future returns. Investing in emerging markets, or specialised or restricted sectors is likely to be subject to a higher-than-average volatility due to a high degree of concentration, greater uncertainty because less information is available, there is less liquidity or due to greater sensitivity to changes in market conditions (social, political and economic conditions). Some emerging markets offer less security than the majority of international developed markets. For this reason, services for portfolio transactions, liquidation and conservation on behalf of funds invested in emerging markets may carry greater risk.

    Related posts

    Asset Allocation Monthly – An ‘immaculate’ base case
    Portfolio perspectives | White paper - 4 Min

    Asset Allocation Monthly – An ‘immaculate’ base case

    Continued US ‘exceptionalism’, for both growth and inflation, is currently the broadly held base case scenario, also by us. It...

    MAYA BHANDARI
    +1 other(s)
    | 13.02.2024
    Talking Heads – The newly found appeal of bonds in longer-term asset allocations
    Portfolio perspectives | Podcast - 11:25 MIN

    Talking Heads – The newly found appeal of bonds in longer-term asset allocations

    The outlook for traditional 60-40 portfolios has improved now that bonds have reasserted their value as an investment asset following...

    SERGEY PERGAMENTSEV
    +1 other(s)
    | 22.01.2024

    Viewpoint highlights

    Subscribe to receive this week’s articles straight to your inbox.

    Please enter a valid email
    Please check the boxes below to subscribe

    FOLLOW VIEWPOINT

    Receive daily updates