The recent large moves in the US dollar have brought the idea of currency hedging to investor attention. Currency hedging is often ignored when discussing international equity investments but this ...
Two questions about a portfolio’s currency exposure are why hedge, and how to hedge. 1. Why should I hedge currency exposure? Currency exposure is a non-trivial element of a global portfolio’s ...
As currency hedging strategies gain popularity, ETF providers broadly agree they offer clear benefits in a weaker US dollar ...
Explore currency overlay strategies that separate currency risk from asset management, helping investors mitigate risks and improve international investment decisions.
Some investment professionals encourage using foreign stocks and bonds to diversify portfolios. Since overseas assets often don't track their U.S. counterparts closely, a globally diversified ...
Fixed income investors can benefit more from currency hedging than equity investors, according to research from Dimensional. The paper ‘To Hedge or Not to Hedge: A Framework for Currency Hedging ...
James Chen, CMT is an expert trader, investment adviser, and global market strategist. Gordon Scott has been an active investor and technical analyst or 20+ years. He is a Chartered Market Technician ...
This article appears courtesy of Global Investor. Here’s an opportunity for European pension funds : they, and other foreign investors, can now delegate responsibility for hedging currency exposure to ...
With time, businesses have largely become more sophisticated in using hedging as a strategy. Individual businesses can take different approaches to hedging depending on a number of factors. The Fast ...
LONDON, Jan 8 (Reuters) - British fund manager Henderson Global Investors is planning to launch a quantitative currency hedge fund in the coming months aimed initially at institutional investors, a ...
Leaven Partners gained 4.2% in Q4 2025, significantly outperforming indices through a tactical yen hedge. Access the full ...
Are there special hedging provisions for section 988 transactions? Yes. In addition to the business hedging rules I address in our earlier Q&A with Andie series,[1] a special hedging provision is ...