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currency hedging

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement May 9, 2017 by Josh Brown · across every show →

Everything said about currency hedging, oldest first

May 9, 2017 negative
Opinion
Currency hedging is unnecessary because currency risk generates investment returns
“We're not big buyers of the currency hedging idea. We think that currency is a risk, but risks are sources of return. So give me the risk.”
Josh Brown May 9, 2017 ▶ 34:22 Josh Brown – When Witchcraft Failed (Capital Allocators, EP.06)
Apr 13, 2020
Insight
Robertson: Short-term instruments make hedging long-duration foreign assets difficult
“When you're investing long-term money, it's quite difficult, because the instruments you've got to hedge currency are very short-term, whereas you're hedging long-duration assets, so there was never a correct formula, to be honest.”
Sandra Robertson Apr 13, 2020 ▶ 15:32 Sandra Robertson – Oxford's Queen of Endowment Management (Capital Allocators, EP.130)
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