economy

February 2, 2026

Two ways for U.S. investors to cash in on the weak dollar

A softening U.S. greenback could mean it's time for investors to look abroad for opportunities, according to Oppenheimer.

Two ways for U.S. investors to cash in on the weak dollar

TL;DR

  • The U.S. dollar has declined significantly over the past year and is expected to weaken further.
  • Oppenheimer suggests this weakness presents opportunities for investors to look abroad, particularly in emerging markets.
  • A weaker dollar can lower debt loads and provide diversification benefits for emerging markets.
  • Oppenheimer points to the Europe ETF (VGK) and Emerging Markets ETF (EEM) as bullish signals, having surpassed 2007 peaks.
  • The Europe ETF (VGK) has gained 5% this year and over 30% in the last 12 months.
  • The Emerging Markets ETF (EEM) has rallied 7% this year and over 38% in the past 12 months.
  • Buying global does not mean selling U.S. assets; U.S. equities, especially multinationals, remain tactically attractive.
  • Currency fluctuations lower correlations between U.S. and non-U.S. assets, enhancing diversification.

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