Emerging Markets: The Map Is Not the Terrain (Orbis Investments)
This white paper argues that the map is now outdated. Valuations, fundamentals, policy regimes, currency dynamics…
Currency Markets Outlook
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Iran Conflict Triggers Energy Shock (Principal Asset Management)
Energy shock hits markets as Iran conflict disrupts oil and LNG flows through the Strait of Hormuz.
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Hormuz Dynamics: Inflation, Growth and the Fate of the Dollar (Natixis IM)
DNCA CIO, Francois Collet, discusses whether the war between the U.S./Israel and Iran will mean the end of the…
FX Talking: Same Shock, New Drill (ING)
Conflict in the Middle East is lifting energy prices and the dollar, but this isn't a 2022 repeat.
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Auto credit, circumventing tariffs, and manufacturingExplore this selection of high-quality…
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