Thought Leadership Research

On a quarterly basis, Whitehelm publishes proprietary research on current issues facing the infrastructure sector, and addresses the potential implications and opportunities for clients as the issues relate to their investment portfolios

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THE GREENBACK SLIDE – NOT ENOUGH FOR A RESERVE RESHUFFLE

THE GREENBACK SLIDE – NOT ENOUGH FOR A RESERVE RESHUFFLE

March 2021

In this month’s article, we discuss the outlook for the USD in global financial markets, starting with the key drivers for the medium term and the associated investment implications. We discuss the role that the USD plays in global markets, and why its weak outlook has reignited claims it will lose its top currency spot. We finish by considering whether there are reasonable alternatives to the USD as the global reserve currency and if there is any imminent risk of a reserve currency rotation.

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