1. Newsroom
  2. A currency overview for 2023
Menu
Analysen 13.12.2022

A currency overview for 2023

A currency overview for 2023

As we approach the beginning of a new year, UBP’s Global Head of Forex Strategy Peter Kinsella gives us an overview of the key currency trends to look out for in the next phase of the cycle as inflation starts easing and monetary policy tightening peaks.


Key takeaways:

  • The dollar is set to weaken modestly, reflecting such factors as waning inflation pressures, slowing interest rate hikes, the size of the US current account deficit, and stretched dollar valuations.
  • As a result, emerging market currencies like the Brazilian real and the Mexican peso will benefit due to their high interest rate profiles.
  • The euro’s and the pound’s trajectories will depend on energy prices.

Peter Kinsella Peter Kinsella
Global Head of Forex Strategy
LINKEDIN PROFIL SEHEN
Expertise

Globale Aktien

In Unternehmen mit nachhaltig besserer Mehrwertschöpfung investieren.


Auch lesenswert

Analysen 27.03.2024

Four reasons to consider global SMID caps in 2024

As the “Magnificent 7” generate risks in the segment, diversification within equities becomes key. Global small- and mid-cap (SMID) stocks, represented by the MSCI World SMID Cap Index, are emerging as a compelling option.

Analysen 14.03.2024

India: A New Driver Emerges

Driven by Prime Minister Narendra Modi’s economic programme, India has embarked on a phase of infrastructure investment akin to China’s in the 1990s. In our latest edition of UBP Headlines, our Group Chief Strategist Norman Villamin takes a deep dive into the booming Indian market, exploring its investment opportunities.

Analysen 12.03.2024

Why Swiss equities should be considered in every equity allocation in 2024

Investors may find the strong fundamentals and stable economic, political and social aspects of Switzerland attractive in terms of equity investments in a year which may be dominated by geopolitical newsflow.