Topics of Interest

Building better currency portfolios

In our latest Topic of Interest paper, we present our philosophy on managing currency and provide a framework for how investors can create a solution that fits their objectives and potentially improve total portfolio outcomes. While customization will certainly be a consideration, we believe a currency portfolio with 1/3 unhedged, 1/3 hedged, and 1/3 currency… More

September 2018

A different approach to currency investing

In our first Topic of Interest paper of a three-part series on currency, The Cost of Not Hedging Foreign Currency, we outlined the risks involved with currency exposure embedded in international assets, and how a fixed hedge can be an important first step in managing those risks. While hedging currency may be a good starting… More

August 2018