US EditionTrump Is Driving Off Investors and Threatening the Dollar’s Reign
- A June survey of 190 institutional investors managing $523 billion reveals a sharp rotation away from US stocks and the dollar amid geopolitical tensions.
- This shift followed President Trump's renewed trade tariff threats in April, which spurred market volatility and reduced confidence in US assets.
- Investors are now heavily underweight the US dollar by 37%, the greatest bearish stance in two decades, while favoring eurozone equities with a 35% overweight.
- Since February, the dollar has lost nearly 10% against the euro, while the S&P 500 surged 20.6% since its April 8 low; 54% of investors expect non-US equities to outperform over five years.
- These developments suggest investors increasingly hedge against US economic risks by diversifying into Europe and emerging markets, highlighting the challenge for the US to restore confidence.
12 Articles
12 Articles
UUP Vs. The Herd: Contrarian Dollar ETFs In Focus As Sentiment Hits 20-Year Low - WisdomTree Europe Hedged Equity Fund (ARCA:HEDJ), WisdomTree Japan Hedged Equity Fund (ARCA:DXJ)
Wall Street is bearish on the dollar, but dollar-bullish ETFs like UUP and USDU could be profitable. Other world currencies are unstable, making hedging a wise option.
'To gain financial autonomy, Europe must create a large-scale debt market'
COLUMN. Investors are looking to leave the US to escape Donald Trump, but they hesitate to come to Europe, where financial markets are too fragmented. A proposal by two economists offers a potential solution, observes Le Monde's Eric Albert in his column.
Opportunities amid globalisation’s discontents - Franklin Templeton's Dina Ting offers her midyear insights - Wealth DFM
As US exceptionalism faces growing scrutiny, investors have increasingly sought portfolio diversification with international exposure. This recalibration raises the critical question of which economies and regions may be best positioned to thrive under our new tariff landscape. Dina Ting, Global Head of Index Portfolio Management offers some insights for the second half of the year. In these days of waning US-centric investment, some investors a…
US President Donald Trump's economic agenda is scaring off investors, driving down the value of the dollar and ultimately making it more difficult for the United States to finance its deficits, Bloomberg reported. The dollar has lost more than 10 percent of its value against the euro, the British pound and the...
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