Why Investors Should Keep an Eye on the Dollar

Looking through the recent election-induced stock market volatility, investors should instead focus on fundamentals

Nordea 7 November, 2016 | 3:02PM
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Morningstar's "Perspectives" series features investment insights from third-party contributors. Here, Witold Bahrke, senior strategist at Nordea Asset Management, explains how the value of the dollar can impact a wide variety of assets. 

Political risks are on the forefront of investors’ minds this week as we face up to the US election. But these short-term concerns tend to distract from the underlying fundamental problems. Looking through the recent election-induced stock market volatility, investors should consider what might derail markets from a more fundamental perspective.

Either commodities weaken or the US dollar must weaken

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Nordea  Nordea is a financial services group in the Nordic and Baltic region. Nordea offers online banking and insurance as well as information to investors. 

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