Forward exchange bias, hedging and the gains from international diversification of investment portfolios

Haim Levy*, Kok Chew Lim

*Corresponding author for this work

Research output: Contribution to journalArticlepeer-review

14 Scopus citations

Abstract

The gains to the US investor from international diversification of investment portfolios are examined for portfolio strategies that hedge and strategies that do not hedge exchange rate risk via the interbank forward market. Using the Sharpe Performance Index and stochastic dominance as performance measures, almost all the unhedged strategies outperformed the hedged strategies for 1985-1988; the opposite held for 1981-1984. The results are explained by the biasedness of forward rates in predicting future spot rates. (JEL F30).

Original languageEnglish
Pages (from-to)159-170
Number of pages12
JournalJournal of International Money and Finance
Volume13
Issue number2
DOIs
StatePublished - Apr 1994

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