Roger Hallam - JPMorgan Asset Management
Last quote by Roger Hallam
From here you have to balance two competing factors: the outlook in Europe looks good and that is encouraging investors who had held off previously to buy European equities on an unhedged basis. The flip side is that relative yield developments do not point to a stronger euro (against the dollar). It actually looks expensive here.feedback
May 09 2017
“It is one of the things which stopped us from forecasting the euro materially higher this year. However, you would say that elections are unlikely to be held this year, so there are maybe nine months before we need to worry about it.” said Roger Hallam on this article: French vote quashes euro political risk trade. This page contains 4 articles quoting Roger Hallam. Main topics on which Roger Hallam is quoted are dollar and renminbus. In addition you’ll find 8 quotes there. All these quotes are mentioned on this page and you can filter them by date and by topics.
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Quotes by Roger Hallam
May 08 2017
It is one of the things which stopped us from forecasting the euro materially higher this year. However, you would say that elections are unlikely to be held this year, so there are maybe nine months before we need to worry about it.feedback
Feb 22 2017
This (Le Pen winning) is still not a central scenario. (But) relative to the Greek experience it is much clearer for my money that if France was to leave it would be a much more negative event for the euro than if Greece was to leave. If that probability continues to rise we would anticipate that would continue to weigh increasingly heavily on the euro.feedback
Dec 23 2016
Being bullish on the dollar as we are, we see the renminbi continuing to weaken next year. We are at 6.90 (yuan per dollar) now. If you look at the 3-month forward it says (we will reach) 7.0. So something closer to 7.25 next year is not unreasonable.feedback
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