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The role of currency derivatives in internationally diversified portfolios

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Author Info
Peter A. Abken
Milind M. Shirkhande
Abstract

Diversification is widely practiced by investors seeking to reduce risk. In recent years investors have been turning to foreign markets to obtain even greater scope for diversification than domestic markets offer. With the internationalization of security portfolios, however, also comes an additional risk-foreign exchange risk. ; The use of currency derivatives in internationally diversified portfolios can help mitigate foreign exchange risk. This article investigates the impact of currency hedging on these portfolios, in particular index portfolios of stocks and bonds from markets in seven industrialized countries. The author finds that the apparent risk-reducing benefits of currency hedging of equity portfolios in the early 1980s did not continue into subsequent periods. In contrast, foreign long-term bond portfolios consistently exhibited dramatically lower variability of hedged returns compared with unhedged returns. The case for (or against) currency hedging is not decisive, though, because the lower variability of hedged returns historically is associated with lower returns. The decision to hedge depends on the investor's preference for risk and return.

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Publisher Info
Article provided by Federal Reserve Bank of Atlanta in its journal Economic Review.

Volume (Year): (1997)
Issue (Month): Q 3 ()
Pages: 34-59
Download reference. The following formats are available: HTML (with abstract), plain text (with abstract), BibTeX, RIS (EndNote, RefMan, ProCite), ReDIF
Handle: RePEc:fip:fedaer:y:1997:i:q3:p:34-59:n:v.82no.3

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Related research
Keywords: Derivative securities ; Foreign exchange ; Risk ; Securities;

References listed on IDEAS
Please report citation or reference errors to , or , if you are the registered author of the cited work, log in to your RePEc Author Service profile, click on "citations" and make appropriate adjustments.:

  1. King, Mervyn & Sentana, Enrique & Wadhwani, Sushil, 1994. "Volatility and Links between National Stock Markets," Econometrica, Econometric Society, vol. 62(4), pages 901-33, July. [Downloadable!] (restricted)
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  2. Eun, Cheol S & Resnick, Bruce G, 1988. " Exchange Rate Uncertainty, Forward Contracts, and International Portfolio Selection," Journal of Finance, American Finance Association, vol. 43(1), pages 197-215, March. [Downloadable!] (restricted)
  3. Christopher L. Culp & Merton H. Miller, 1995. "Metallgesellschaft And The Economics Of Synthetic Storage," Journal of Applied Corporate Finance, Morgan Stanley, vol. 7(4), pages 62-76. [Downloadable!] (restricted)
  4. Chow, Edward H & Lee, Wayne Y & Solt, Michael E, 1997. "The Exchange-Rate Risk Exposure of Asset Returns," Journal of Business, University of Chicago Press, vol. 70(1), pages 105-23, January. [Downloadable!] (restricted)
  5. Kaplanis, Evi & Schaefer, Stephen M., 1991. "Exchange risk and international diversification in bond and equity portfolios," Journal of Economics and Business, Elsevier, vol. 43(4), pages 287-307, November. [Downloadable!] (restricted)
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Cited by:
(explanations, Please report citation or reference errors to , or , if you are the registered author of the cited work, log in to your RePEc Author Service profile, click on "citations" and make appropriate adjustments.)

  1. Luis Berggrun, 2005. "Currency Hedging for a Dutch Investor: The Case of Pension Funds and Insurers," DNB Working Papers 054, Netherlands Central Bank, Research Department. [Downloadable!]
  2. D. Johannes Juttner & Wayne Leung, 2004. "Currency hedging of global portfolios - a closer examination of some of the ingredients," Research Papers 0411, Macquarie University, Department of Economics. [Downloadable!]
  3. Gyöngyi Bugár & Raimond Maurer, 2002. "International Equity Portfolios and Currency Hedging: The Viewpoint of German and Hungarian Investors," Working Paper Series: Finance and Accounting 67, Department of Finance, Goethe University Frankfurt am Main. [Downloadable!]
  4. Gary Burtless, 2007. "International Investment for Retirement Savers: Historical Evidence on Risk and Returns," Working Papers, Center for Retirement Research at Boston College wp2007-05, Center for Retirement Research, revised Feb 2007. [Downloadable!]
  5. Bugàr, Gyöngyi & Maurer, Raimond, 2001. "International Equity Portfolios and Currency Hedging: The Viewpoint of German and Hungarian Investors," Sonderforschungsbereich 504 Publications 01-10, Sonderforschungsbereich 504, Universität Mannheim & Sonderforschungsbereich 504, University of Mannheim. [Downloadable!]
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