The Best Investment Writing Volume 5: Sean Duffin, Cambridge Associates – Benefits of Global Diversification
The Meb Faber Show - Better Investing
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Global Equity Diversification - The Impact of Globalization
The us. Dollar has enjoyed a prolonged period of strength and appears richly valued after enjoying a rally of more than forty three % versus a fixed weight basket of developed markets currencies since 20 11. Going forward, un hedged non us. Dollar base investors must be cognizant of the key drivers that could have an impact on their domestic currencies. For example, risk of potential break up in the uro zone or u. K. Sterling, vulnerabilities related to twin deficits and rexet wither. Globalization cor lations have been secularly shifting upwards over the past five decades. And arguably, the benefits of global equity diversification have fallen during draw down periods.
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