Searching for More Income? Find Opportunities in Today’s Market

With many traditional income investments offering yields below historical averages, income-seeking investors are often pressed to find ways to enhance portfolio yield and return. With a rotation from growth to value under way, income investors can capitalize on the value trade while also enjoying enhanced income from strategies offering a…
BY SARAH GRIECO

With many traditional income investments offering yields below historical averages, income-seeking investors are often pressed to find ways to enhance portfolio yield and return. With a rotation from growth to value under way, income investors can capitalize on the value trade while also enjoying enhanced income from strategies offering a value orientation.

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After the tariff announcement, there was an initial USD drop on the risk that the US finds itself isolated, then a flight to the USD on risk aversion.  Interestingly, our FX models, which have been bearish on the USD since the start of January, are broadly positive USD for April.  In particular, reversing to short positions in AUD and NZD, which as commodity producers are most impacted by increasing recession risks. In the medium term, the USD remains vulnerable, with a weaker USD seemingly a policy goal for the Administration, but, as the shock of the tariff announcements work through the markets, the USD can have a period of strength first. Read more →

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C8 Currency Compass – USD Correction – January 2025

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Our FX models for USD against EUR, GBP, AUD, NZD and  NOK, which were largely USD positive last year, reversed in January.  In particular, our reversion models are suggesting some strength in these currencies against USD in the near term.  Nevertheless, the continued outperformance of the US economy, alongside sluggish growth in Europe, suggests that any USD reversal will not be sustained. Read more →
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