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Studies

Research into markets and currency strategies.

The “Yield Shield” : An Approach to Managing Emerging Market Currency Risks

Millennium Global | March 28th, 2018

We would like to share some recent analysis on currency effects in emerging market equities portfolios. As investors increase allocations to emerging market equities and bonds, it is important that they consider the currency impact. Foreign exchange makes a significant contribution to the returns and risk profile of emerging markets portfolios, and in our view investors should become familiar with this impact and consider whether to actively hedge this exposure.

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The Importance of Addressing Currency Risk in an International Portfolio

Claire Dissaux | January 18th, 2017

In global investment portfolios throughout the world today, the proportion of investments denominated in currencies outside the base currency of the portfolio is currently at an all time high. As such, the exposure to foreign currency risk in global portfolios is greater than at any time in the history of investing.

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