Investor Insight
The US dollar could hold the key to global equity returns
After US dollar weakness was flagged as a key theme last year, the greenback went on to record its worst first half returns since the 1970s. Betashares head of fixed income Chamath De Silva writes that for Australian investors with unhedged global equity exposures, these dynamics have meaningful portfolio implications.
Chamath De SilvaFebruary 12, 2026
