Signs Lined Up for a Dollar Bear Market: Ninety One’s Cooper

Does your view really feed into bigger, broader narratives in your portfolio. I think it's less about the micro and more about the macro. So one of the interesting things to think about when we think about dollar cycles is they are really long.They're much, much longer than economic cycles, commodity cycles, equity bond markets. In fact, the average dollar cycle is about 18 years. So the last time we had a dollar bear market was 2002.I'm old enough to have been around in 2002. So you're calling this the beg ...