Some recent media reports have suggested the dollar is a juggernaut, headed inexorably higher against a tumbling euro and yen in the second half of 2022, creating a destructive path through emerging market currencies. While predicting currency movements is a fool’s errand, especially now given pervasive uncertainties confronting the global economy, the dollar’s story over the second half of 2022 could prove different.
Silver linings ahead as 2022 adds to pressures on public investors By Neil Williams Russia’s invasion of Ukraine has added to the pressures on investors, issuers and policy-makers, who already had a global pandemic, more than a decade of cheap money and rising interest rates and inflation to consider.
MEETINGS Policy responses to high inflation and the energy crisis Wednesday 27 July, Roundtable Jens Ulbrich, director general of economics at the Deutsche Bundesbank, discusses German and European policy responses to the escalating energy crisis and the implications of losing Russia’s natural gas supply.
ON DEMAND Why the European Union is open for business and how Asia can benefit With the advent of the €800bn NextGenEU programme, Europe is investing heavily in its own future. The European Commission’s budget chief details how Asian corporates and investors can take part in and benefit from the investment drive.
LATEST REPORT Sustainable Policy Institute Journal In the summer edition of the journal, contributors lay out why the ‘S’ in ESG is becoming a priority for investors and why social and human rights issues are taking centre stage.
