The blog discusses the approach funds with assets denominated in currencies different from their base currency take to hedge Foreign Exchange (FX) risk related to fund exits. It highlights why EUR private funds with USD assets are moving from rolling short-dated forwards to longer-dated FX hedging.

The so-called Trump trade suffered a meaningful reversal last week. US Treasury yields retreated, possibly on relief that US inflation data came out largely as expected.

There were divergences in the so-called Trump trade last week. Read more via the report below.

Market uncertainty over the US election was resolved in the most clear cut way imaginable, as the Republicans swept not only the presidential contest but also the House and the Senate. Read more via the report below.

The US dollar has rallied against almost every currency in the world overnight, as investors digest the news of the big outperformance in the polls from Donald Trump.

Markets are bracing for the biggest event risk of the year this week, with Tuesday’s US presidential election to potentially be one of the closest races in recent history. Read more via the report below.

what can we expect in markets during the remainder of the year? And what are the main factors to look out for in FX in the coming months?

The ‘Trump trade’ continues to drive markets worldwide, and currencies are no exception. Read more via the full report below.