Antony John, chief executive officer, the ECU Group, discusses the merits of hedging out currency risk.
With the tectonic shifts taking place across the globe, from production factors and demographic trends on the one hand, to global sources of capital being centred in developed markets with returns being polarised in emerging markets on the other hand, there are a number of reasons why currency, once again, should be viewed as an asset class in its own right. Also of course, recent volatility has demonstrated that challenges to the fiat currency system and reserve currency problems still abound, distorted by policy, social and geo-political challenges which particularly continue to affect...
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