Co-authored by Jacek Rostowski, a former Deputy Prime Minister and Finance Minister of Poland, and Arnab Das, a Global Market Strategist and member of Invesco’s Global Thought Leadership team, the…
We discuss and apply a framework for assessing the outlook for EM currency returns. EM currency returns can be decomposed into the Real Interest Rate Differential (RID) return, the Real…
We present a dynamic Rational Expectations (RE) bubble model of prices with the intention to evaluate it on optimal investment strategies applied to Bitcoin. Our bubble model is defined as a…
