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The Week in Markets: Impact of the dollar decline

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Manage episode 486406551 series 2908036
Content provided by Julius Baer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Julius Baer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

The shift in the way the US trades with the world is fundamentally leading to higher inflationary pressures, and in turn causing a weakening US dollar. This has significant implications for investors, and is a risk to the concept of US exceptionalism. In such an environment, we see value in diversifying away from the US in sectors that can be easily replaced. The US, however, remains a leader in the technology sector.

In the fixed income space, elevated rates are likely here to stay, which means going for long duration is possibly not ideal. This episode, presented by Bhaskar Laxminarayan, Chief Investment Officer Asia at Julius Baer, explores these themes and provides insights for investors navigating this complex landscape.

  continue reading

374 episodes

Artwork
iconShare
 
Manage episode 486406551 series 2908036
Content provided by Julius Baer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Julius Baer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

The shift in the way the US trades with the world is fundamentally leading to higher inflationary pressures, and in turn causing a weakening US dollar. This has significant implications for investors, and is a risk to the concept of US exceptionalism. In such an environment, we see value in diversifying away from the US in sectors that can be easily replaced. The US, however, remains a leader in the technology sector.

In the fixed income space, elevated rates are likely here to stay, which means going for long duration is possibly not ideal. This episode, presented by Bhaskar Laxminarayan, Chief Investment Officer Asia at Julius Baer, explores these themes and provides insights for investors navigating this complex landscape.

  continue reading

374 episodes

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