Lower oil prices and the stronger US dollar are hurting some companies but helping others.
With correlations across investment options falling, picking the right spots will matter more.
My assessment is that these changes and disruptions could turn out to be a net benefit.
The ramifications of 2014’s dramatic events in the oil and currency markets are spinning different effects around the globe. Let’s examine some of the basic concerns and uncertainties, as well as the opportunities we see for 2015.
With correlations across investment options falling, picking the right spots will matter more.
My assessment is that these changes and disruptions could turn out to be a net benefit.
The ramifications of 2014’s dramatic events in the oil and currency markets are spinning different effects around the globe. Let’s examine some of the basic concerns and uncertainties, as well as the opportunities we see for 2015.