LGIM Blog - Willem Klijnstra, Currency Strategist

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Willem is a stubborn Frisian, allegedly a descendant of an obscure hero resistance fighter called Grutte Pier (ca. 1480-1520). While in the office his focus is on currency movements; at home he does most of the moving as he chauffeurs his three young kids around. Mister currency is a sporty character with a balanced lifestyle – he enjoys burning lots of calories as much as he enjoys family sized bags of M&Ms.

Other articles by Willem Klijnstra

long arp

A long-term perspective on ARP

What have we learnt about the role of Alternative Risk Premium (ARP) strategies over the past decade?

deflation cactus

Thinking the unthinkable

Should we be happy with inflation falling towards central bank targets, or does it just reignite deflation fears?

Burnt matches

The beginning of the end for the unstoppable US economy?

On the face of it, the latest round of US economic data points to continued strength. But we believe the cracks are finally starting to show.

What's going on with the Norwegian krone?

Moves in the Norwegian currency's value provide a timely reminder that traditional credit analysis is not always helpful for currency views. But could recent weakness provide an opportunity?

US dollars

Is King Dollar’s reign at an end?

Probably, but the more important question is whether a weaker dollar has already been priced in by markets.

dollar bill

Take a hike: what will central banks do next?

We assess the chances of a pause in the rate-hiking cycle in the months ahead, and whether the dollar can continue its strong run.

Allocations for inflation (part 4): the FX of inflation

In the fourth part of our series exploring the asset-allocation response to inflation, we look at the role of currencies.

A weaponised currency

Have sanctions actually put the US dollar’s global pre-eminence at risk?

Multiple currencies in cash

Currency market at a standstill

Currency market at a standstill

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