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Foreign investors in U.S. assets rush for protection against swings in dollar
By Ian Smith and Emily Herbert
Financial Times, London
Wednesday, September 17, 2025
Foreign investors in U.S. assets are rushing to hedge their exposure to the dollar, in a sign of increased nervousness about the impact of Donald Trump's agenda on the world’s dominant currency.
Hedged investments into US bonds and equities are outstripping unhedged holdings for the first time in four years, according to Deutsche Bank analysis, after a sharp move since Trump's election last November.
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"Foreigners may have returned to buying U.S. assets, but they don't want the dollar exposure that goes with it,” said Deutsche Bank strategist George Saravelos, adding those investors were “removing dollar exposure at an unprecedented pace."
The behaviour helps explain an apparent paradox in U.S. markets since the sharp sell-off triggered by Trump's "liberation day" tariff announcements in April: how Wall Street stocks have staged a roaring comeback without triggering a recovery in the dollar. ...
... For the remainder of the report:
https://www.ft.com/content/2a5ddef1-3392-4bd4-8449-d1dd51cc37ec
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