Group 1 - The Morningstar 2026 Global Investment Outlook report indicates that the dollar's weakness in 2025 may mark a turning point in its long-standing strength as the global reserve currency, although it does not signify the end of USD dominance [1] - The report suggests that while the dollar remains dominant, shifts in its strength could impact global investment strategies and currency dynamics [1] Group 2 - The individual investor mentioned has a background in public finance analysis and has managed a portfolio focused on ETF cyclicality and value-oriented investments over the past decade [1] - The investment philosophy emphasized is grounded in rational decision-making, downside protection, and independent thinking, aiming to provide clear, research-based insights for better understanding of valuation and fundamentals [1]
IQLT: Quality International Hedge Against Weakening Dollar
Seeking Alpha·2026-01-06 18:59