Currency hedging the key to protecting clients income

Currency hedging the key to protecting clients income

From The Asset Allocator Podcast by Asset Allocator

June 11, 2026 · 31 min

About this episode

Jason Da Silva discusses the importance of currency hedging for protecting client income and the implications of the dollar's weakness for UK advisers.

Financial advisers must hedge against currency risk if they want to truly protect their client’s income, explains Jason Da Silva, the director of global investment strategy at Arbuthnot Latham . Discussing the relevance of the dollar’s weakness for UK advisers and their clients, Da Silva highlighted the importance of currency management in both equity and fixed income portfolios. Also on this episode of Asset Allocator , why sticky inflation remains the biggest investment risk, whether the US dollar retains dominance and what IPOs and today's credit markets are signalling about risk appetite. The Asset Allocator Podcast discusses the big issues in UK fund selection and how wealth managers are positioning their portfolios. Sign up to the newsletter . Hosted on Acast. See acast.com/privacy for more information.

People in this episode

Host: Asset Allocator

Guest: Jason Da Silva

Topics covered

  • currency hedging
  • client income protection
  • investment strategy
  • equity portfolios
  • fixed income portfolios
  • inflation risk
  • credit markets

Keywords

  • currency risk
  • investment strategy
  • inflation
  • US dollar
  • credit markets
  • IPOs
  • wealth management

Mentioned in this episode

Organizations: Arbuthnot Latham

Places: UK, US, dollar

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