In cross-border investing, where you invest matters just as much as how you invest. This is especially true for fixed income. Although 2026 has only just begun, it’s already shaping up to be a busy year on the macro front. A weaker US dollar could impact portfolios more than ever, and bonds may not be the ideal place to take on currency risk. How are global macroeconomics, geopolitics, and currency dynamics shaping investment decisions for cross-border expats? In this episode of Expat Wealth, Richard Taylor – dual UK/US citizen and Chartered Financial Planner – is joined by Brian Dunhill – founder of Dunhill Financial – to take a big-picture look at currency markets and explore practical ways to mitigate risk as the US dollar fluctuates. Despite geopolitical noise, markets have largely shrugged off concerns about the dollar’s currency cycle. Richard and Brian explain why they remain constructive on global equities, and what steps they’re taking in portfolios for expats who live, earn, spend, and retire across multiple currencies. Richard and Brian unpack: Why your investment strategy needs to match your global lifestyle. Where you earn income, where you spend it, and where you plan to retire should all influence your investment decisions: the currency denomination of your bonds, your asset allocation, and your liquidity requirements. The good news: markets are holding steady. Despite political uncertainty and geopolitical tensions, inflation is moderating, and tariffs have had limited impact. Potential interest rate cuts could support equity markets, particularly if the US dollar weakens. Be cautious with high-risk strategies. Leveraged approaches like yen carry trades, cryptocurrency, and exotic private investments carry significant risks. As an expat, stay informed about these strategies but don't be drawn into them. Focus on liquid, transparent public markets where you have clear visibility and access to your investments. -- Expat Wealth is supported by Plan First Wealth. Plan First Wealth is a Registered Investment Advisor serving fellow expatriates and immigrants living across the US on matters such as retirement planning, investment management, tax planning and non-US asset management. https://planfirstwealth.com/ -- Expat Wealth is affiliated with Plan First Wealth LLC, an SEC registered investment advisor. The views and opinions expressed in this program are those of the speakers and do not necessarily reflect the views or positions of Plan First Wealth. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Plan First Wealth does not provide any tax and/or legal advice and strongly recommends that listeners seek their own advice in these areas.
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Jan 29 202659 min