Asia ex-Japan, Institutional
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Article
3 min
Questioning US credit quality
Fixed income strategist Amar Reganti examines questions surrounding US creditworthiness.
By
3 min
Article
2026-11-30
Article
5 min
Chart in Focus: Three reasons to keep the faith in US credit quality
Our fixed income experts highlight the resilience of US institutional credibility.
5 min
Article
2026-12-01
Article
2 min
Chart in focus: What does a weak US dollar mean for global investors?
In this Chart in Focus, we illustrate how the power of the US dollar in 2025 stacks up against the past fifty-plus years. Learn what we're watching and understand the global investment implications of a weaker USD.
2 min
Article
2026-09-30
Article
4 min
Why the US dollar’s “crooked smile” could upend asset allocation
Brij Khurana explores the dollar smile theory's impact on asset allocation and foreign investors' strategies amid currency fluctuations.
By
4 min
Article
2026-05-31
Article
5 min
The yen smile: New economic era upends traditional safe-haven currency relationships
Portfolio Manager Sam Hogg discusses the US Dollar Smile Theory and the Japanese yen's safe-haven status in the context of global trade and monetary policy changes.
By
5 min
Article
2026-05-31
Article
4 min
Currency interventions — here to stay?
Marco Giordano and Danielle Wei discuss the growing risk of large-scale currency interventions and what investors can do to prepare for the associated risks and opportunities.
4 min
Article
2025-06-30
Article
Managing currency exposure in multi-asset portfolios: how to weigh the trade-offs and impact
Nick Samouilhan, Head of Multi-Asset Strategy – APAC, evaluates the trade-offs of different currency hedging approaches and offers a novel framework for gauging their potential portfolio impact.
Article
2026-02-28
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