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Asset owners mull rebalancing equities on dollar risk

Richard Newell
Tactical global investors are anticipating a possible unwinding of the trend of US equities outperforming the rest of the world, amid speculation that the dollar will weaken further.
Asset owners mull rebalancing equities on dollar risk

While global investors, including Asia Pacific's sovereign funds, are rebalancing their portfolios based on the current uncertain outlook for US markets, there is speculation that a sea change may be about to take place in the status of the US dollar.

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