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Growth Recovery On Track

Global growth recovery on track but not strong enough to dispel disinflation forces. Read about the four points matter for investors.

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  • November 2014 (1)
  • Solutions

    Passive Hedging

    Passive Hedging

    Hedging individual exposures. Aiming at eliminating currency risk.

    Dynamic Hedging

    Dynamic Hedging

    Hedging individual exposures improving on a static hedge

    Active Currency Overlay

    Active Currency Overlay

    Transforming existing exposures improving risk-adjusted returns

    Absolute Return

    Absolute Return

    Unconstrained, aiming at achieving uncorrelated returns

    News & Media

    FT Podcast, Currencies on the move

    December 1, 2017

    FT Podcast, Currencies on the move

    Wall Street Journal Podcast: Where is the U.S. Dollar Going?

    July 6, 2017

    Wall Street Journal Podcast: Where is the U.S. Dollar Going?

    Moody's downgrades China: What the fund managers are saying

    May 26, 2017

    Moody's downgrades China: What the fund managers are saying

    FT Hard Currency Podcast: Smoking May, red-hot June

    May 5, 2017

    FT Hard Currency Podcast: Smoking May, red-hot June

    Insights & Studies

    Millennium Global Macro and Currency Outlook: Highlights Q4 2017

    October 11, 2017

    Millennium Global Macro and Currency Outlook: Highlights Q4 2017

    Millennium Global Macro and Currency Outlook: Highlights Q3 2017

    September 27, 2017

    Millennium Global Macro and Currency Outlook: Highlights Q3 2017

    The Importance of Addressing Currency Risk in an International Portfolio

    January 18, 2017

    The Importance of Addressing Currency Risk in an International Portfolio