How to manage US asset dominance in portfolios
Dollar hedges will continue to be in demand but investors may have to consider other options too
Related reading
US exceptionalism in markets is diminished — but far from dead
If weakness emerges in American assets, it will show up more in the dollar, not stocks.
Fiscal dominance and the unexpected rise of emerging markets
Developed markets have a debt problem — some investors are looking elsewhere
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
Fund managers prepare for ‘reckoning’ in US tech sector
Some investors reduce positions or buy protection for their portfolios amid concerns over valuations
Wealth managers gear up to put UK savings into private assets
Talks with private capital firms have focused on operational hurdles for retail customers
The frightening world without the dollar
What will the global economy look like if it loses its monetary anchor?