Don't Show Me the Money: Currency Hedging the Yen
Lately, the land of the rising sun has been the land of the falling yen. While single-country equity exposure to Japan has provided investors with relative outperformance year-to-date (YTD), they appear to be better off shedding the currency drag.
Europe ETF (DBEU) Hits New 52-Week High
For investors seeking momentum, Xtrackers MSCI Europe Hedged Equity ETF DBEU is probably on the radar. The fund just hit a 52-week high and is up 19% from its 52-week low of $38.58 per share.
DBEU: No Macro Offsets From A Weaker EUR
DBEU's Euro-hedged approach misses potential Euro upside. Macro in Europe isn't benefiting from a weakening of the EUR, which was expected to offset tariff impacts. There is a secondary China product glut to worry about with European macro.
What Does The DBEU ETF Have To Do With China, And How Could DeepSeek Influence Its Price
DBEU ETF offers a competitive expense ratio and currency hedge, outperforming non-hedged peers like VGK. European GDP depends on the economic performance of its leading power, Germany. And Germany is closely tied to China. The arrival of DeepSeek highlights how China is distinguishing itself in the AI field, representing a potential booster for the country's economic growth.
Triggers 'already pulled' for a move higher in European equities, says Duetsche Bank's Max Uleer
Maximilian Uleer, Deutsche Bank head of European equity and cross-asset strategy, joins 'Money Movers' to discuss how investors should play European equities, what needs to happen before investors should put money to work, and more.
