The era of US exceptionalism is giving way to a more volatile world defined by mercantilism, shifting trade blocs and stark monetary-policy divergence. As institutional portfolios expand their global footprints, currency has shifted from a secondary consideration to a primary risk driver. With hedge ratios back under scrutiny – and the scale of the industry testing counterparties’ capacity to intermediate risk – this session will unpack a weakening US dollar and FX hedging strategies.
Includes table discussion
