Francesca joined Insight in June 2019. She is responsible for the oversight of Insight’s dedicated team of currency investment professionals which provides currency solutions ranging from foreign exchange hedging to currency alpha.
As we progress into 2021, it is not clear that the U.S. is at such a disadvantage to generate a significant drop in the dollar beyond what we’re experiencing, which may last a few months, and not necessarily a longer multi-year bearish trend.24 February 2021
The vaccine is good news no doubt, but our general sense is that rollout will be slower than people and the markets expect.24 February 2021
If we are in a scenario where fiscal stimulus is more aggressive or arrives sooner than expected, that would be enough to recover some of that U.S. exceptionalism and drive the dollar higher.24 February 2021