The Canary in the Goldmine (World Gold Council)
For millennia, gold, and to a lesser extent silver, underpinned the value of money—at first directly through the…
Currency Management
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Why the Dollar Deserves More Credit (Capital Group)
The dollar’s weakness has largely been driven by a strengthening euro, which may now be overdone. U.S. economic…
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The Buck Stops Where? FX Risk-Proofing for the Long Term (State Street)
Currency investing requires a resilient framework built on fair value, macro insight and long-term discipline. How…
China Bonds: Diversification Potential beyond the Dollar (UBS AM)
China’s onshore bond market, valued at over USD 25 trillion, is the second largest globally, yet remains…
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Charts Of The Month - April 2024
This most recent edition of Savvy's "Charts of the Month" provides several charts on three…