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You are here: Home / Archives for currency hedges

521 Plus: Investing in European Union Bonds, Hedging Currency Risk and a Weakening U.S. Dollar

April 26, 2025 by David Stein · Updated May 11, 2025

In Plus episode 521, we explore how investors can invest in AAA rated bond backed by the European Union. We also review how non-U.S. stock currency-hedged ETFs work and whether now is a good time to increase or decrease currency hedging. Finally, we review why Goldman Sachs believes the U.S. dollar could depreciate another 20% to 30% from current levels. … [Read more...]

Filed Under: Money Plus Tagged With: currency hedges, European bonds, European Union, U.S. dollar

462 Plus: Immediate Annuities, More on Closed-End Funds, and Currency ETFs

January 20, 2024 by David Stein · Updated February 2, 2024

In Plus episode 462, we review why one might want to buy an immediate annuity to help fund retirement expenses. We consider the Cohen & Steers Closed End Opportunity Fund (FOF). Finally, we discuss using an ETF to speculate on currencies. … [Read more...]

Filed Under: Money Plus Tagged With: annuities, closed-end funds, currencies, currency hedges, fund of funds, immediate annuities

364: Should You Hedge Your International Stock Exposure Against Currency Fluctuations?

November 3, 2021 by David Stein · Updated September 28, 2022

How to decide whether it is worth it to hedge currency exposure when investing outside of your home country. Topics covered include: How currency exchange rates impact investment returnsWhat factors impact currency exchange ratesWhat are carry trades and how do they influence exchange ratesHow currency forward contracts workHow ETFs and funds hedge currency exposureWhat to consider when deciding whether to hedge foreign currency exposure Show Notes Rising U.S. yields push yen … [Read more...]

Filed Under: Podcast Tagged With: carry, carry trades, currencies, currency hedges, international stocks

283 Plus: Using the Investment Conditions Report and Hedging Currency Exposure

January 18, 2020 by David Stein · Updated April 29, 2021

In Plus episode 283 for the week of January 18, 2020, we discuss how to use the monthly investment conditions report for investing new money. We also look at how to hedge foreign currency exposure and the cost for doing so. … [Read more...]

Filed Under: Uncategorized Tagged With: currency hedges

204 Plus: Floating Rate Treasuries, Currency Forwards and Merriman Ultimate Buy and Hold Portfolio

May 12, 2018 by David Stein · Updated April 27, 2023

This week May 12, 2018, we analyze floating rate Treasury ETF as a cash substitute. We look at how investors are supposedly locking in 3% returns using currency forward contracts, but it is unclear how they implement the strategy. Finally, we review the Paul Merriman Ultimate Buy and Hold portfolio. … [Read more...]

Filed Under: Uncategorized Tagged With: bonds, currency hedges, floating rate bonds, forward contracts, Merriman (Paul), TFLO

201 Plus: April 2018 Mid Month Update and Should Canadian Investors Hedge

April 21, 2018 by David Stein · Updated April 29, 2021

This week April 21, 2018, we review the latest in market conditions in terms of economic and market trends. We also review whether investors in Canada should hedge their foreign currency exposure when investing outside Canada. Finally, we look at how the equity return assumptions for Canada were developed. … [Read more...]

Filed Under: Uncategorized Tagged With: Canada, currency hedges

MNY114 Plus: Is Indexing Too Big, Currency Hedging and Bid/Ask Spreads

July 9, 2016 by David Stein · Updated April 29, 2021

This week on Money For the Rest of Us Plus we look at the size of the indexing market and discuss whether there are too many indexers and not enough active managers. We also look at why hedging Canadian and Australian equity exposure actually increases volatility. I discuss what is a reasonable bid-ask spread when purchasing an ETF. And finally, we look at Canadian REITs and MLPs. The episode length is 26 minutes. … [Read more...]

Filed Under: Money Plus Tagged With: Australia, Canada, currencies, currency hedges, ETFs, indexing, trading

MNY065 Plus: Iceland versus Greece, Robinhood App and Currency Risk

July 18, 2015 by David Stein · Updated May 24, 2021

This week's Money For the Rest of Us Plus episode discusses why Iceland has been able to recover economically while Greece remains mired in depression. I also answer Hub member questions regarding the Robinhood Trading platform/app and how to minimize currency risk when living overseas. The episode length is 18 minutes. … [Read more...]

Filed Under: Money Plus Tagged With: currencies, currency hedges, Greece, Robinhood

MNY060 Plus: Asset Allocation, Real Estate Debt and Currency Hedging

June 13, 2015 by David Stein · Updated May 24, 2021

In this week's Money For the Rest of Us Plus episode, I answer member questions regarding: Should an asset allocation table that includes real estate deduct the value of any mortgage debt. In other words, only show real estate equity. Premium/discounts for international ETFs Currency hedging equity portfolios The episode length is 15 minutes. … [Read more...]

Filed Under: Money Plus Tagged With: currencies, currency hedges, ETFs, mortgage, real estate

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