Amundi, one of Europe's largest asset management firms, is actively reducing its exposure to the US dollar. As US monetary policy becomes increasingly uncertain, the company is strategically reviewing its investment portfolios for clients and aiming to decrease dependence on the dollar.
The core of its investment strategy is to significantly shift portfolios toward Europe and emerging markets. By reducing dollar exposure, the goal is to mitigate currency fluctuation risks and achieve a more robust asset allocation.
Meanwhile, renowned investor Ray Dalio has also hinted at a similar move, arguing that in the current environment of economic uncertainty and technological innovation, it is time to increase allocations to gold. The shift from a US dollar-centric investment approach to a more diversified exposure structure appears to be accelerating among institutional investors.
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Amundi, one of Europe's largest asset management firms, is actively reducing its exposure to the US dollar. As US monetary policy becomes increasingly uncertain, the company is strategically reviewing its investment portfolios for clients and aiming to decrease dependence on the dollar.
The core of its investment strategy is to significantly shift portfolios toward Europe and emerging markets. By reducing dollar exposure, the goal is to mitigate currency fluctuation risks and achieve a more robust asset allocation.
Meanwhile, renowned investor Ray Dalio has also hinted at a similar move, arguing that in the current environment of economic uncertainty and technological innovation, it is time to increase allocations to gold. The shift from a US dollar-centric investment approach to a more diversified exposure structure appears to be accelerating among institutional investors.