Constantin Bolz

Dominic Schnider, Head of CIO Global FX & Commodity at UBS, and Constantin Bolz, CIO FX Strategist, dive into the recent sharp decline of the US dollar. They discuss its impact on global investors' strategies and the implications for portfolio diversification. The duo highlights factors such as tariffs and fiscal deficits affecting currency values. They emphasize the rise of alternative currencies like the euro and the potential investments in European markets. It's a timely conversation urging investors to reconsider their currency exposures.

Global experts Kiran Ganesh, Tom McLoughlin, Nadia Lovell, & Constantin Bolz discuss US election impact on markets, Harris's role, earnings vs elections, small cap performance, trade relationships, interest rates, and investment strategies.