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Wells Fargo Asset Management

2021 Top 500 ranking: 46

Positioning portfolios for U.S. dollar weakness

Positioning portfolios for U.S. dollar weakness

Long-term dollar depreciation may occur due to fundamental and technical reasons. Given this outlook for the dollar, non-U.S. assets may offer U.S. investors attractive opportunities for potential upside return. The U.S. Federal Reserve (Fed) returning to a more dovish stance lends additional support to our view.

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