Currency hedging the key to protecting clients income

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 ‪@arbuthnotlatham‬ . 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. Timestamps 00:00 - Market signals right now 08:21 - US dollar & global shifts 15:15 - Credit spreads & bond preferences 19:05 - Equities, AI & diversification 25:58 - IPOs & market signals Subscribe to the daily Asset Allocator newsletter: https://www.ftadviser.com/my-account?... Asset Allocator is a news and analysis service tailored to the needs of UK wealth managers, fund selectors and discretionary fund managers. Our proprietary fund and asset allocation data, compiled using information provided by the UK’s leading DFMs, provide unique insights into the issues that drive investment decisions. Visit our site now: https://www.ftadviser.com/asset-alloc... #Assetmanagement #finance #business #assetmanager #assetallocation #assetmanager #wealthmanagement #bonds #markets #stocks #shares #IPOs #IPO #SpaceX #AI #techstocks #stocks #shares