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HEDGE News & Analysis

Should investors hedge their portfolios?
Personal Finance
Should investors hedge their portfolios?
This week’s Investing Compass episode looks at whether investors should hedge against risks such as currency.
Mark Lamonica | 05 August 2024
Shorts circle BHP ahead of listing unification: ASX’s most shorted stocks
Stocks
Shorts circle BHP ahead of listing unification: ASX’s most shorted stocks
Morningstar analysts see value in several stocks under fire from shorts.
Lewis Jackson | 12 January 2022
Liquid alternatives funds: Is there any hope?
Markets
Liquid alternatives funds: Is there any hope?
Considering the future of a fund-industry flop.
John Rekenthaler | 29 July 2021
3 investing lessons we learned from the Archegos disaster
Funds
3 investing lessons we learned from the Archegos disaster
Drawing public lessons from a private fund's problems.
John Rekenthaler | 20 April 2021
With GameStop, hedge funds might enjoy the last laugh
Stocks
With GameStop, hedge funds might enjoy the last laugh
If stock prices become irrational, hedge funds rather than individuals stand to benefit, writes John Rekenthaler.
John Rekenthaler | 01 February 2021
Gold is a dull investment
Markets
Gold is a dull investment
Gold may offer some insurance against a market meltdown, but there is a cost to own it.
Alex Bryan | 26 November 2020
Beware the hype on gold
Markets
Beware the hype on gold
The precious metal is often touted as a hedge against inflation, but its record there is more mixed, writes Morningstar's Amy C. Arnott.
Amy C. Arnott, CFA | 28 July 2020
Pandemic exposes absolute return underperformance
Funds
Pandemic exposes absolute return underperformance
Some funds aiming to deliver positive returns in both rising and falling markets missed expectations during the sell-off.
Nicki Bourlioufas | 31 May 2020
The pros and cons of currency hedging
Markets
The pros and cons of currency hedging
Now could be the time for investors to consider whether hedging offshore investments is the best approach, with expectations the Australian dollar...
Nicki Bourlioufas | 22 July 2019
Why sovereign bonds hold enduring appeal
Fixed Income
Why sovereign bonds hold enduring appeal
Neither cash, infrastructure funds or even corporate bonds provide investors with true underlying defensive structures during peak market stress,...
Glenn Freeman | 18 June 2019