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For the better part of the last 50 years, the U.S. dollar has remained king of currencies with no apparent successor. Samuel Rines delves into the preconditions necessary for any viable alternative currency to emerge on top and explores the significant role that sanctions play in shaping the global financial system.
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One of the most important market relationships in 2024 is the rising, positive correlation between stocks and bonds. Jeremy Schwartz examines this relationship and its impact on total portfolio diversification in multi-asset portfolios and forward-looking bond yields.
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The recent surge in the dollar has brought currency hedging into focus. Liqian Ren outlines two methods for implementing currency hedging and explains the logic behind them.
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The U.S. dollar had a strong performance in 2022 until the last quarter of the year, but after the quick shift in the bond market in the past few weeks, currency markets are taking notice. Bradley Krom analyzes the technical trends in four major currencies and explains why the dollar may continue to outperform.
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Amidst ongoing market volatility, U.S. small caps continue to be priced at a significant discount to their mid- and large-cap counterparts. Andrew Okrongly discusses how this offers an attractive opportunity for investors.
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Most investors allocate to international stocks by adding or stacking currencies on top of their equity exposures. Jeremy Schwartz outlines how currency hedging can help investors seeking to “unstack” their international exposures.
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