
In this podcast, Guy Ertz, Deputy Global CIO, and Gurminder Singh, Investment Strategist, Forex, discuss the outlook for the Japanese yen and the catalysts that could support a recovery.Is a U.S.–Japan joint FX intervention on the horizon?Can the Government Pension Investment Fund reshape the yen’s trajectory?What’s the BOJ’s next move and how will it shape the yen’s outlook?Hosted on Ausha. See ausha.co/privacy-policy for more information.
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Our Investment Strategy for September 2026

Le retour des préoccupations budgétaires et politiques en France

French budget and political concerns return

Why investors should not ignore commodities
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