Tag: fx

Investment Strategy: Next 6 Months are Key for Trump Presidency

3 September 2017 Welcome to the launch of what will be a regular strategy review.  Macro-themes have dominated market moves, especially following the Brexit referendum and the US and French elections.  With the Trump Presidency entering a potentially decisive six months, I believe this will remain true during the year ahead. I am a believer [...]

Mexican Peso: You Haven’t Missed It!

3 May 2017 The Mexican peso has enjoyed a nice rebound in 2017 following its collapse in recent years.  With the Trump administration’s approach to its relationship with Mexico seemingly in a constant state of flux, investors are left to consider whether it is too late to buy the MXN or if this year’s bounce [...]