The recent weakening of the US dollar can be explained by near-term market forces rather than any epochal shift.
Don’t Write Off the US Dollar Just Yet
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Julian Howard is Head of Multi-Asset Solutions at GAM, where he manages approximately $2bn of investments across equities, bonds and alternatives for a diverse client base including institutions, charities, private clients and retail investors.
Why the US Election May Not Matter for Investors
While the stakes of the upcoming US election are theoretically higher than usual, Julian Howard argues that the relationship between US politics
Has the Market Lost Its “Mind?”
Over the past decade, and even more notably in recent months, stock markets appear to have de-coupled from fundamentals. Or have they? In