The recent decline of the US dollar has become a widely discussed topic across global markets. Yet viewing this development purely through a macroeconomic lens misses the real story. On the ground, we are witnessing a clear behavioral shift among American investors.
The key question is no longer “What will happen to the dollar?”
The real question is “How should I reposition myself in this environment?”
Through our direct interactions, particularly with retired and near-retirement American investors, one pattern stands out clearly: portfolios are being redesigned deliberately and strategically, not reactively. This is not panic. It is controlled repositioning.
This Time Feels Different
The feedback we hear from American investors has become strikingly consistent:
- “The dollar still looks strong nominally, but its purchasing power feels weaker.”
- “My US-based assets appear to be growing, yet they do not provide real peace of mind.”
- “Waiting is no longer a neutral decision. It is a hidden risk.”
These are not the sentiments of short-term traders reacting to volatility. They reflect a growing belief that we are entering a new cycle. Increasingly, investors describe this moment as a “big reset.”
Reinvest and Exit: Investor Behavior Is Becoming Clear
For American investors today, the priority is no longer maximizing returns. The priority is protection, flexibility, and optionality.
Across conversations, three consistent behavioral patterns emerge:
- Partial exits from US-centric exposure: Not a full withdrawal, but a conscious move to reduce concentration in a single country or currency. This often includes reallocating part of US-based assets into Europe through real estate or residency-linked investments.
- A shift toward real and mobile assets: Investors are moving beyond purely financial instruments toward tangible assets such as buy-to-let property in London or second homes in countries like Greece, Portugal, and Italy.
- Combining investment with lifestyle optionality: Rather than focusing only on returns, investors are choosing structures that create mobility and future options, including Golden Visa programs that link capital deployment with residency rights.
At this intersection, investment-led migration is no longer perceived as an alternative. It is increasingly viewed as a component of portfolio design.
After Trump’s Statements: The Trigger, in Numbers
This behavioral shift is not driven by perception alone. Market pricing following President Trump’s recent remarks provides a clear numerical explanation for investor reactions.
After President Trump publicly stated that he was “not concerned” about the dollar’s decline:
- The Bloomberg Dollar Spot Index fell as much as 1.2 percent in a single trading session.
- The dollar index dropped to its lowest levels since early 2022, marking a four-year low.
- Since the start of January 2026, the dollar index has declined by approximately 2.3 percent.
- Since early 2025, cumulative losses in the dollar approach the 9 to 10 percent range.
Markets did not interpret this as a temporary fluctuation. Instead, the reaction reflected what many investors viewed as political tolerance, if not acceptance, of a weaker dollar.
Following these statements:
- The dollar weakened simultaneously against all major currencies.
- The euro rose to nearly a five-year high.
- The Swiss franc reached levels not seen in a decade.
- Gold surged to record highs, reinforcing the move toward dollar alternatives.
For American investors, the signal was clear: This is not a period to wait through passively.
Why Now?
The critical balance for American investors today is this: How to globalize while the dollar weakens, without losing the advantages of dollar-based capital.
For now:
- US-based capital,
- backed by a strong passport,
- can still secure investment and residency rights across multiple jurisdictions.
Yet the shared sentiment among investors is unmistakable:
This window may not remain open indefinitely.
As one recurring phrase puts it:
“I want to move while the conditions are still working in my favor.”
This is not haste. It is well-timed decision-making.
Investment and Mobility: A New Definition of Security
For American investors, the definition of security has evolved. Portfolio diversification alone is no longer sufficient. Geographic optionality has become part of the portfolio itself.
Investment-led mobility is therefore not simply about visas or residency. It provides:
- Capital preservation,
- Long-term options for families,
- Alternative lifestyle and business scenarios,
- And, above all, a renewed sense of control.
Most of the inquiries we receive are not driven by urgency or fear. But nearly all are rooted in the same realization: “There is nothing left to gain by waiting.”
About Get Golden Visa & Get Properties
Get Golden Visa is an international advisory firm focused on residency and citizenship by investment solutions across Europe and selected global markets. Since 2014, we have been working closely with internationally mobile investors to help them structure their investments and mobility plans around long term personal and financial goals. Get Properties, our real estate advisory arm, supports clients in identifying and managing property assets that make sense both from an investment and lifestyle perspective. Together, we work at the intersection of capital strategy and global mobility, helping investors build internationally diversified structures and preserve long term optionality.
