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'Dollar-Ize' Your Portfolio: Combining Dollar Bull Strategies With Stocks And Bonds

By Rick Harper & Bradley Krom

One of our highest-conviction ideas for 2015 is the ongoing strength of the U.S. dollar against foreign currencies. While this trend actually started in 2011, we believe that it has the ability to persist for several more years. Our view is primarily predicated on what we see as the likely drivers of dollar strength and their similarities to catalysts behind past periods of prolonged dollar strength. Most notably, the long-anticipated policy and economic divergences between the U.S. and other developed market economies are becoming…