Dollar weakness is turning all fund managers into currency traders
Hedging against falls in the dollar has not been a prime concern but Trump 2.0 is changing the mood
Hedging against falls in the dollar has not been a prime concern but Trump 2.0 is changing the mood

Dollar hedges will continue to be in demand but investors may have to consider other options too

Currency has weakened more than 10 per cent this year as concerns grow about US economy

If weakness emerges in American assets, it will show up more in the dollar, not stocks.

Investor expectations of US currency swings have fallen to lowest since before last year’s presidential election

Fund says fall of US currency has helped lessen effect of Donald Trump’s tariffs

The administration sees these digital assets as a tool in the fight against de-dollarisation