By Alan Robinson
The value of the dollar moves in long-term bull and bear cycles, each
of which lasts roughly a decade. We may be transitioning from a bull
to bear cycle at this time.
Certain investment styles that worked well during the previous cycle
may start to surrender leadership and prompt a re-evaluation of global
portfolios.
We examine industry sectors, asset classes, and geographies that
should benefit from a falling dollar and note that dollar-denominated
investors may benefit from more international exposure.
The first decade of this century was a tough one for the greenback. Global
investors questioned the status of the dollar as a reserve…
