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Currency hedging — should we bother?
Currency hedging — should we bother?
Maybe not as much as you think, if we are talking purely from a equity return point of view — according to the new research that analysed 112 years of the financial assets history released by Credit Suisse and London Business School this week.
Exchange rates are volatile and can significantly impact portfolios — but one can never predict if currency moves erode or enhance returns. Moreover, hedging costs (think about FX overlay managers, transaction costs, etcetc).
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Hedge funds gain 2.5% in Jan, underperforming S&P 500 (+4.3%), DJIA (+3.40%), Nasdaq (+8%), and high yield corp debt (+3%) – Hennessee
Facial, massage, dating… In search of recession-proof industries – Global Investing http://t.co/FOvFgDHm
Financial repression revisited – Global Investing http://t.co/CxqaWoBq
@EMInvestment Hmmm, they say $22.7 bln at the start of 2011. AUM fluctuates though
Azerbaijan’s sovereign wealth fund says its assets has grown by more than 30% from 2011 to $29.8 bln.
Sovereign wealth fund for the Falklands? Oil explorers are aiming for 8.3bln barrels of oil around the islands in 2012 http://t.co/H7I8WvbR
Part of the report by Credit Suisse and LBS which studied 112 years of financial markets can be found here http://t.co/NjsN4iC5
New study by Credit Suisse and London Business School shows gold not a reliable inflation hedge http://t.co/h01FmC4Z via @reuters
Sentance: we shouldn’t turn our back on new sources of wealth that benefits London economy but must make sure wealth flows to other parts
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