Millennium Global Insights & Opinions

How to manage foreign currency exposure given uncertain outlook for U.S. dollar

Mark Astley, CEO of Millennium Global, describes how a pragmatic and effective approach to managing currency exposure is to recognize that an active approach to managing currency exposure, within an international portfolio, is advisable in exactly the same way that an active allocation approach to the equity, fixed-income and alternative asset allocation is commonplace.

EM-brace the change

A breathless rally in emerging market FX begs the obvious question: will it last? Claire Dissaux, Head of Global Economics and Strategy, tells Roger Blitz what will influence the rally and which parts of EM look more attractive than others.

China floats renminbi boat (FT Podcast)

Beijing has been letting its currency fall again. Richard Benson, Co-Head of Portfolio Investments, talks to Roger Blitz of the Financial Times about the implications, examines the impact of China’s economic rebalancing on commodity currencies and discusses how to fix central banks’ lines of miscommunication.

Fall in Commodity Prices

Fall in commodity prices adds to low global inflation. This creates challenges to several central banks in advanced economies trying to lift inflation.

Dollar Storm Ends 10 Year FX Calm

Discussion of the impact of USD volatility on institutional investors' portfolios. Lisa Scott-Smith, Co-Head of Portfolio Investments, comments on the importance of identifying and managing currency risk.

Company Anniversary 20 Years

We will be celebrating our 20 year anniversary with staff, family and friends. This landmark establishes the firm as having one of the longest track records in the currency investment management industry.

Labour Market Dynamics

The divergence in labour market dynamics has been striking. The fall in US or UK unemployment has been faster than anticipated than the Euro market.

Who we are

Founded in 1994, we are an independent institutional asset manager based in London specialising in currency investment management for institutional clients globally.
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What we do

We provide currency management solutions including risk mitigation strategies, active management of existing risk, absolute return products and advisory services.
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