dollar

Emerging market stocks can flourish in the face of a tightening cycle from the US Federal Reserve, according to Lazard Global Equity Income manager Pat Ryan.

Managers and analysts have been left struggling to find answers as a number of 2015's crowded trades begin to unwind in increasingly dramatic fashion.

Significant restructuring in the economy needs to be seen, as society ages and the government faces the political realities of rebalancing growth across society, according to Samir Mehta, manager of the JOHCM Asia ex Japan fund

BlackRock's chief executive Larry Fink has said the strength of the US dollar could undermine the economic recovery in the US as it puts pressure on US firms.

History shows little relationship between the strength of the dollar and corporate profits, says Gregg Guerin, product specialist at First Trust Global Portfolios

Investors fear the US equity market may be the next victim of a soaring US dollar, as the strengthening currency begins to trigger fresh turmoil in emerging markets.

The FTSE 100 has hit a fresh record high after the US Federal Reserve signalled renewed caution on its path towards raising interest rates from their record lows.

The impact of currency headwinds

Multi-asset

The managers of the Ruffer investment company have cut their US dollar exposure further, even as the currency looks set for its best quarter in over 20 years.