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HEDGING STRATEGY 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
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 distinction is...
Mark Lamonica | 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 | 20 October 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
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
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
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
Should you count on currency?
Stocks
Should you count on currency?
An investor who wants exposure to currencies can consider global bond funds, where currency moves have almost as much impact on performance as...
Yan Barcelo | 23 May 2019
Doubts over gold as hedging strategy
Markets
Doubts over gold as hedging strategy
Going long on gold within your portfolio as a hedge against uncertainty in markets, economics and politics may not be the best strategy right now,...
AAP | 30 November 2018
How to benefit from the falling Australian dollar
Markets
How to benefit from the falling Australian dollar
As the Australian dollar hits 20-month lows, it may be wise to consider unhedging some international investments, according to several experts. 
Nicki Bourlioufas | 02 September 2018