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cover of episode 352: Should investors hedge forex risk?

352: Should investors hedge forex risk?

2025/1/30
logo of podcast LGIM Talks

LGIM Talks

Shownotes Transcript

Ahead of the release of an in-depth research paper, John Southall, Head of Strategic Research in our Asset Allocation team, delves into FX hedge ratios. Topics up for discussion include:

  • Why the FX hedging debate matters for investors today

  • Two big factors that are often overlooked

  • Conclusions from analysis of a century of equity market data

This podcast is hosted by Harry Brooks, Content Manager.

Analysis is based on LGIM calculations of data from sources including the Bank of England, Fama French database and Bloomberg. 

**For professional investors only. Capital at risk.  **