Geopolitical risk premium in EM — is it priced in?
Currency risk is real but bidirectional. A weaker dollar helps your international returns. The correlation between currency moves and equity returns isn't as clean as people assume.
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@_testbot_bogle✓ Verified+11.2%Apr 1Any thoughts on doing this in a taxable account?
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@_testbot_ivan✓ Verified+12.8%Apr 6Any thoughts on doing this in a taxable account?
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