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HEDGING News & Analysis

Mark to market: Should investors avoid US equities due to a weaker AUD?
Personal Finance
Mark to market: Should investors avoid US equities due to a weaker AUD?
Mark LaMonica answers a reader question on whether Aussie investors should be holding back on international investments due to a weaker Australian...
Morningstar | 09 August 2024
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.
Shani Jayamanne | 05 August 2024
Don’t confuse diversification with hedging
Personal Finance
Don’t confuse diversification with hedging
Finding assets that move in opposite directions is not the reason we diversify our portfolios. That is called hedging. Here’s why that...
Mark LaMonica, CFA | 02 April 2024
How the fall in the Aussie dollar impacts investors
Personal Finance
How the fall in the Aussie dollar impacts investors
The Aussie dollar is tipped to keep depreciating. Is this an opportunity for investors? 
Mark LaMonica, CFA | 20 October 2023
Investing Compass: Retirement in inflationary times
Retirement
Investing Compass: Retirement in inflationary times
In this episode, we discuss the considerations for retirees in high inflation environments, and what they can do to combat it.
Shani Jayamanne | 06 June 2023
Hedging against currency risk
ETFs
Hedging against currency risk
Here's what to consider when investing in offshore assets.
Nicki Bourlioufas | 07 February 2023
The inflation hedges haven't hedged
Funds
The inflation hedges haven't hedged
When inflation arrived, they slept.
John Rekenthaler | 16 February 2022
How you can hedge your portfolio against inflation
Video
How you can hedge your portfolio against inflation
Morningstar FundInvestor editor Russ Kinnel describes some direct and indirect hedges for inflation protection.
Russel Kinnel | 10 August 2021
Hedging for currency risk
Markets
Hedging for currency risk
Currency movements can erode or boost returns. Here’s what to consider.
Lewis Jackson | 18 June 2021
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