The Dollar's Sharp Rise Since 2021 Outpaces Other Currencies. How It Affects Investors.

OneEyedDiva

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"The U.S. dollar has risen sharply off its May 2021 low, posting a 14% gain (at its recent peak) against a broad basket of currencies. It now stands near its highest levels in decades versus major currencies like the euro, the British pound and Japanese yen."

"For investors, the combination of a rising dollar and high U.S. interest rates make maintaining a globally diversified bond portfolio challenging. The yield to worst on the Bloomberg Global Aggregate ex US Index is only 1.84% with a with a duration of 7.6, compared to a yield of 3.42% for the U.S. Aggregate Bond Index (Agg) with a duration of 6.3. When factoring in the 14% increase in the dollar and the yield differential, the broad international index has dropped 18% over the past year, about twice that of the U.S. index."

https://www.schwab.com/learn/story/strong-dollar-can-it-continue?cmp=em-XCU
 


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