Currency Management by International Fixed‐Income Mutual Funds

A-Tier
Journal: Journal of Finance
Year: 2024
Volume: 79
Issue: 6
Pages: 4037-4081

Authors (2)

Score contribution per author:

2.011 = (α=2.01 / 2 authors) × 2.0x A-tier

α: calibrated so average coauthorship-adjusted count equals average raw count

Abstract

Investments in international fixed‐income securities are exposed to significant currency risks. We collect novel data on currency derivatives used by U.S. international fixed‐income funds. We document that while 90% of funds use currency forwards, they hedge, on average, only 18% of their currency exposure. Funds' currency forward positions differ substantially based on risk management demands related to portfolio currency exposure, return‐enhancement motives such as currency momentum and carry trade, and strategic considerations related to past performance and fund clientele. Funds that hedge their currency risk exhibit lower return variability, but do not generate inferior abnormal returns.

Technical Details

RePEc Handle
repec:bla:jfinan:v:79:y:2024:i:6:p:4037-4081
Journal Field
Finance
Author Count
2
Added to Database
2026-01-29