I continue to believe international equities and fixed income may offer good value and diversification. However, I find it somewhat disconcerting that a certain meme is taking hold in the market: international assets are attractive because the dollar will weaken meaningfully. Put aside the portfolio construction issue of mixing factors – that is, one should disaggregate foreign exchange (fx) and equity risk — the meme …
The post Dollar weakness is far from certain: pick your poison accordingly appeared first on The B-Trader .
source https://thebtrader.com/2019/07/16/dollar-weakness-is-far-from-certain-pick-your-poison-accordingly/?utm_source=rss&utm_medium=rss&utm_campaign=dollar-weakness-is-far-from-certain-pick-your-poison-accordingly
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