Fed independence risks make international assets preferable; challenging environment for US dollar could weigh negatively on US equities for international investors.
Asks if Fed independence conversation leads to weaker dollar and reasons to look at non-US assets.
Host
Remi Olu-Pitan
Yes, dollar weakening reduces financial tightening and creates positive dynamics for other asset classes including commodities.
Asks about positive views on gold, silver, oil and what drives commodities basket.
Host
Remi Olu-Pitan
Three key drivers for commodities: better global growth, weaker US dollar (especially for precious metals), and geopolitical hedges.