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cover of episode How the Strength of the U.S. Dollar Impacts Your Investment Portfolio

How the Strength of the U.S. Dollar Impacts Your Investment Portfolio

2025/6/17
logo of podcast WSJ Your Money Briefing

WSJ Your Money Briefing
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D
Derek Horstmeyer
O
Oyen Adedoyen
Topics
Oyen Adedoyen: 我认为美元价值的下跌对投资者具有重要影响，特别是在当前关税和经济不确定性增加的情况下。市场对美元和美国国债是否仍然是最安全的避险资产存在诸多猜测，因此密切关注美元的走势至关重要。 Derek Horstmeyer: 我认为美元贬值对风险资产有显著影响。从我的研究来看，当美元贬值时，国际股票通常表现最佳，这主要是由于汇率变动所致。如果投资者担心美元持续走弱，可以考虑增加对国际股票的投资，例如投资于追踪欧洲或亚洲公司的ETF。相反，如果美元反弹，投资于专注于美国国内市场的小盘股可能更为有利。此外，商品，特别是黄金，通常在美元疲软时表现良好，因为它们被视为避险资产。最后，债券市场也会受到美元走势的影响，通常在美元贬值、预期降息时，长期债券和高收益债券的表现会更好。但投资者应该避免过度反应，坚持既定的投资策略。

Deep Dive

Chapters
The US dollar's recent decline has significant implications for investors. Uncertainty around tariffs and trade deals adds to the concern, making it crucial to monitor the dollar's performance and its impact on various assets. This episode will discuss the dollar's impact with finance professor Derek Horstmeyer.
  • The US dollar's value has been dropping recently.
  • There is speculation about whether the dollar and US T-bills are still the safest assets.
  • Uncertainty around tariffs makes it crucial to watch the dollar's performance.

Shownotes Transcript

Uncertainty around the economy, from tariffs to trade wars, has sunk the value of the dollar) to its weakest level in years. Certain stocks do better when the dollar is weak while others perform worse. Host Oyin Adedoyin talks with finance professor Derek Horstmeyer about how investors can position their portfolio, depending on whether the dollar rebounds or continues to fall.    

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