The latest FX themes from Aaron Hurd, State Street Global Advisors Senior Portfolio Manager.
Episode 2, May 2025: Aaron discusses the prospect of a bear market for the US dollar and shares insights for currency investors. Learn how to navigate challenges and uncover opportunities in uncertain times.
Episode 1, March 2025: Aaron discusses the ongoing bull market for the US dollar, its impact on Canadian investors, and the effects of US tariffs on the Canadian dollar. He shares his insights on the potential rally for the Canadian dollar over the next five years and provides strategies for managing currency risk.