The US shares have been the victorious trade over the last decade over actions in Great Britain. According to Vanguard Research, the annual return on American shares was 15.5%. On the other hand, British reserves provided a penniless 6.1%.

It is understandable that British investors followed money. Their historically significant domestic warning disappeared. The British now have twice as much as USA shares London Stock Exchange Actions.

But currency risk complicates matters. This year, the British pound increased by 8% compared to the US dollar to over USD 1.35. It is traded only higher by miniature periods of voting in Brexit in 2016.

Does this mean that now is a great time to buy shares? Let’s unpack it.

Currency influence

Sometimes overlooked currency fluctuations significantly affect the value of the wallet. . S&P 500 Until now, he gained 1% in 2025. However Vanguard S&P 500 Ucits ETF It fell by more than 7% from January.

This is due to the fact that the popular stock exchange of the stock exchange is not unwavering, so there is no mitigation of changes in exchange rates through currency swaps or forward contracts, and its market value is calculated in pounds. Despite the fact that this year American shares brought a positive return in dollars, British investors in the denominated S&P 500 dollars suffered from the weakness of Greenback towards Sterling.

Investing while sterling is soaring

This may prompt some to avoid state companies. This may not be a correct answer. A mighty pound means that British investors have more for a zloty when buying American assets.

In addition, the sterling force often negatively affects FTSE 100 Actions. Over 80% of the revenues of foot companies come from abroad. Transformed into pounds, they are worth less than when the currency was weaker. Even more concentrated on the country FTSE 250 Companies generate most of their sales outside the British banks.

President Trump’s tariff and attacks on the federal reserve have made the US a source of global uncertainty. It can still weigh the dollar. However, the currencies are unstable. The relative force of the pound is not guaranteed.

Moving on the investment environment is hard. Currency courses are not the only factor. Profit, profitability and valuations also matter.

A state that you can think about

Still, there is a good long -term opportunity here. This is not a certain way to get luxurious, but it can be a great time to consider buying American supplies for economical with high value pounds. One worth look is artificial intelligence (AI) chipmaker Nvidia (NASDAQ: NVDA).

The forward price indicator (P/E) north of 31.3 increases the risk profile of the NVIDIA shares, but there is no real equivalent King Computing King among Great Britain’s actions. The demand for GPU companies that have valuable machine learning and data analysis applications is huge. It shows little signs of restrictions.

By maintaining trade tensions in the USA with China, revenues from the first quarter of a semiconductor group increased rapidly by 69% to USD 44.1 billion. Free cash flows have advanced 75% to $ 26.1 billion. These are unusual numbers for each company, not to mention market capitalization worth 3.44TRN.

The intensification of competition is a challenge for NVIDIA. Microsoft AND Amazon They invest billions in their own AI models. This threat should not be ignored, but Hercules will be required by Detron Nvidia’s effort on the market. As the gold fever continues, nvidia shares seem to be prepared in favor.

The dollar recovery can be on the horizon, which will benefit modern investors who are working now. In addition, I believe that NVIDIA has sufficient potential to raise share prices to compensate for all possible dollar weakness.