The recent surge in the dollar has brought currency hedging into focus. Liqian Ren outlines two methods for implementing currency hedging and explains the logic behind them.
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The U.S. dollar had a strong performance in 2022 until the last quarter of the year, but after the quick shift in the bond market in the past few weeks, currency markets are taking notice. Bradley Krom analyzes the technical trends in four major currencies and explains why the dollar may continue to outperform.
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Amidst ongoing market volatility, U.S. small caps continue to be priced at a significant discount to their mid- and large-cap counterparts. Andrew Okrongly discusses how this offers an attractive opportunity for investors.
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Most investors allocate to international stocks by adding or stacking currencies on top of their equity exposures. Jeremy Schwartz outlines how currency hedging can help investors seeking to “unstack” their international exposures.
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Most investors we talk to say they do not want to make a “currency call,” then default to being unhedged in their investments, making the implicit call that the dollar is going to forever decline. Jeremy Schwartz makes the case for currency hedging your international portfolio.
It wasn’t that long ago that we were experiencing a spectacular degree of dollar strength in 2014 and 2015. We have been focused on helping investors better understand the drivers behind different currency movements, and this post examines both valuation and economic growth indicators.
