2014 Second Quarter Outlook
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.
Articles from our Current Issue

The Changing Composition of the Fed

With new governors joining and Dodd-Frank changes taking effect, the Hawk-Dove balance at the Fed is in for a shake up.
Quarter 2 2014

Cautiously Optimistic: Is the Worst Over for Emerging Markets?

Win Thin projects that the panic selling phase has passed and global investors are now looking for value within EM again.
Quarter 2 2014

Previous Issues

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

FX Quarterly Quarter 1 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 4 2011

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 2011

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