Disclaimer: Views in this blog do not promote, and are not directly connected to any L&G product or service. Views are from a range of L&G investment professionals, may be specific to an author’s particular investment region or desk, and do not necessarily reflect the views of L&G. For investment professionals only.
Currency
Chart of the month: Have reports of the dollar's death been greatly exaggerated?
In May 1897, rumours began to circulate in New York of the death of Mark Twain. The great writer, who was in London at the... 
Could Taiwanese ‘lifers’ face risks from the sharp rise in the Taiwan dollar?
Taiwanese life insurance companies that run large currency mismatches on their balance sheets are grappling with the impact of a rapidly appreciating New Taiwan dollar. 
Podcast: A long-term view on EMD
How has the emerging market debt universe changed in recent decades? What are the portfolio use cases for these assets? And what is the role... 
Should investors hedge currency risk?
In a new whitepaper, John Southall investigates the question of how the strategic currency hedge ratio should depend on the time horizon. 
Podcast: Volatility, dis-inversion and the path of rates – Market Talk
What was behind the 'flash crash' and last week's smaller wobble? Ben Bennett, Investment Strategist APAC, explains all. 
Is the US dollar to blame for EM woes?
The US dollar cycle is a key metric to follow for any investor, but emerging market (EM) investors should pay particular attention to its ebbs... 
Podcast: Elections, Nvidia and ballooning deficits – Market Talk
Ben Bennett tackles three big questions for investors in today. 
What's going on with the Norwegian krone?
Moves in the Norwegian currency's value provide a timely reminder that traditional credit analysis is not always helpful for currency views. But could recent weakness... 
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