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Asset Allocation Watch – How to exactly position for USD weakness?

Asset Allocation Watch – How to exactly position for USD weakness?

Last week we released our first edition of the ‘Dollar O’ Meter’ which sat out to probe the USD and its relative strength (or weakness). Without giving too much away, we find conviction that further weakness in the USD is up ahead in the next few months. If we are correct, how should one then position for such a circumstance?

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