Selected Quarterly & Annual Newsletters from Funds, Fund Newsletters

Fund Newsletters

Selected Quarterly & Annual Newsletters from Funds

Equity Bottom-Up

Invesco DB US Dollar Index Bul / Equity Bottom-Up

<ul><li>Equity investors in countries with overvalued currencies have two ways to lose and those with undervalued currencies have two ways to win.</li><li>Today’s strong USD looks, in the end, to be our currency and our problem.</li><li>Keep an eye out for dangerously destructive economic policies, but don’t use that as an excuse to avoid the asset class entirely.</li><li>The yen and euro are at their cheapest levels in decades and hedging emerging market equities would be an expensive proposition even if the currencies weren’t generally cheap versus the USD.</li></ul>

Equity investors in countries with overvalued currencies have two ways to lose and those with undervalued currencies have two ways to win.Today’s strong USD looks, in the end, to be our currency and our problem.Keep an eye out for dangerously destructive economic policies, but don’t use that as an excuse to avoid the asset class entirely.The yen and euro are at their cheapest levels in decades and hedging emerging market equities would be an expensive proposition even if the currencies weren’t generally cheap versus the USD.

United States

JPMorgan BetaBuilders Japan ETF is an exchange-traded fund incorporated in the USA. The Fund seeks investment results that closely correspond, before fees and expenses, to the performance of the Morningstar Japan Target Market Exposure Index. It targets  stocks traded primarily on the Tokyo Stock Exchange or the Nagoya Stock Exchange.

JPMorgan BetaBuilders Japan ET (BBJP US)

GMO Q2 2022 Quarterly Letter

Equity investors in countries with overvalued currencies have two ways to lose and those with undervalued currencies have two ways to win. Today’s...

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