About this episode

This episode discusses how currency movements impact international equity returns and the role of currency-hedged ETFs in investment portfolios.

In this episode of Shelton Capital Management’s Real Investment Insights, Jonathan Bernstein, Client Portfolio Manager, is joined by Gary Stringer, Senior Portfolio Manager, to discuss how currency movements can shape international equity returns. They explain why foreign investing involves more than just stock selection, how shifts in the U.S. dollar can create tailwinds or headwinds for returns, and where currency-hedged ETFs may fit into a portfolio. To learn more, visit sheltoncap.com/str...

People in this episode

Host: Jonathan Bernstein

Guest: Gary Stringer

Topics covered

• currency movements
• international equity returns
• foreign investing
• U.S. dollar
• currency-hedged ETFs

Keywords

• currency
• equity returns
• foreign investing
• U.S. dollar
• ETFs

Mentioned in this episode

Organizations: Shelton Capital Management

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