Will a stronger dollar reduce the attractiveness of U.S. investment assets? A recent commentary asks this question and points out that the best forecast for next year’s return on the U.S. equity market — and arguably any other year — is the simple expected return. At present that expected return is estimated to be roughly 8%.

The piece frames this expected return as the primary benchmark for investors assessing prospective performance. That 8% figure is presented as the central planning assumption for returns over the coming year.

Taken together, the analysis suggests investors should weigh the current expected return of about 8% when judging how currency moves might alter the appeal of U.S. assets, rather than relying solely on short-term exchange-rate developments. #USD #USstocks #Equities #FiatNews