“Dollar-ize” Your Portfolio: Combining Dollar Bull Strategies with Stocks & Bonds
February 03, 2015 at 11:00 AM EST
One of our highest-conviction ideas for 2015 is the ongoing strength of the U.S. dollar against foreign currencies. While this trend actually started in 2011, we believe that it has the ability to persist for several more years. Our view is primarily predicated on what we see as the likely drivers...