Scenario Dashboard: Strong or Weak Home Currency, Rate Changes & the Hedge Decision
This lesson is part of the course
In this lesson
You build a one-page scenario dashboard for one fictional foreign share fund: results unhedged, 50 % and fully hedged under five currency and rate scenarios, the best choice per scenario, worst and best cases and a chart.
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Lessons in this course
- Returns in Two Currencies: Local Return, Currency Return & the Cross Term Locked
- Forward Rates & Forward Points: What a Hedge Costs or Earns Locked
- Hedged vs Unhedged: Local Return Plus the Hedge Carry Locked
- Partial Hedges: Returns at 0 %, 25 %, 50 %, 75 % and 100 % Hedged Locked
- Rolling Forwards: Monthly Rolls, Settlements & the Cash a Hedge Needs Locked
- Volatility: How Much Risk Does a Hedge Remove from Bonds and Shares? Locked
- The Portfolio View: Currency Exposure, Hedged Amounts & Net Exposure Locked
- Scenario Dashboard: Strong or Weak Home Currency, Rate Changes & the Hedge Decision Locked