2015 First Quarter Outlook
The theme of "divergence" that emerged in the second half of 2014 will continue to shape 2015. But with so many market participants in agreement on this direction, it will be important for asset managers to consider and prepare for developments that could cause markets to change course.

In our 2015 Outlook, we address the key developments which could impact the divergence theme, discuss the status of Abenomics, and share our thoughts on emerging markets in 2015.
Previous Issues

FX Quarterly Quarter 4 2014

The Fourth Quarter edition of the FX Quarterly outlines BBH's expectations that future expansion will be characterized by a divergence in the global economy.

FX Quarterly Quarter 3 2014

Where BBH outlines our expectations for the quarter ahead, including the impact of recent ECB announcements, the state of the rally in emerging markets, and why Kenya and Nigeria may be proving that Africa is again attractive to foreign investors.

FX Quarterly Quarter 2 2014

BBH Currency Strategists provide their outlook for the second quarter including identifying five forces that are shaping global investment, why they are cautiously optimistic on emerging markets, and key changes to look for at the Fed.

FX Quarterly Quarter 1 2014

BBH Currency Strategists provide forward-looking outlooks and currency forecasts covering such topics as G-10, Emerging Markets, and Sovereign Ratings

FX Quarterly Quarter 4 2013

BBH Currency Strategists provide forward-looking outlooks and currency forecasts covering such topics as G-10, Emerging Markets, and Sovereign Ratings

FX Quarterly Quarter 3 2013

BBH Currency Strategists provide forward-looking outlooks and currency forecasts covering such topics as G-10, Emerging Markets, and Sovereign Ratings

FX Quarterly Quarter 2 2013

BBH Currency Strategists provide forward-looking outlooks and currency forecasts covering such topics as G-10, Emerging Markets, and Sovereign Ratings

FX Quarterly Quarter 1 2013

BBH Currency Strategists provide forward-looking outlooks and currency forecasts covering such topics as G-10, Emerging Markets, and Sovereign Ratings

FX Quarterly Quarter 3 2012

BBH Currency Strategists provide forward-looking outlooks and currency forecasts covering such topics as G-10, Emerging Markets, and Sovereign Ratings

FX Quarterly Quarter 2 2012

BBH Currency Strategists provide forward-looking outlooks and currency forecasts covering such topics as G-10, Emerging Markets, and Sovereign Ratings