iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ US) – Investment PropositioniShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) provides targeted exposure to developed ex-U.S. small-cap equities while mitigating the impact of currency fluctuations against the U.S. dollar. The fund seeks to replicate a diversified small-cap universe and applies a forward-hedging overlay so equity fundamentals, rather than FX translation, dominate returns. The opportunity centers on domestically oriented businesses m ...

Core Viewpoint - iShares Silver Trust (SLV) offers direct exposure to silver prices, allowing investors to express views on precious metals without company-specific risks [1] Group 1: Investment Strategy - The strategy aims to mirror spot silver movements, with returns driven by metal supply-demand, currency trends, and investor risk appetite [1] - SLV serves as a tactical overlay for inflation or currency hedging, a diversification tool due to low long-run correlation with many financial assets, or a targeted satellite for precious metals mandates [1] Group 2: Characteristics and Risks - As a single-commodity holding, SLV is concentrated and non-income producing, leading to potentially volatile performance sensitive to real rates and dollar fluctuations [1] - Silver's dual role as a monetary metal and industrial input introduces cyclical characteristics that may diverge from gold, adding beta related to manufacturing and electronics alongside inflation and policy expectations [1] - A key risk is the concentration in a single commodity, where sharp price movements and sentiment shifts can significantly impact outcomes compared to broader multi-asset exposures [1]

Anothai Thiansawang / Shutterstock.com Quick Read DXJ returned 34% in 2024 versus 16% for the S&P 500. The fund’s currency hedging added over 7 percentage points of outperformance versus unhedged Japanese equities in 2024. DXJ underperforms when the yen strengthens because the hedge blocks favorable currency translation. If you’re thinking about retiring or know someone who is, there are three quick questions causing many Americans to realize they can retire earlier than expected. take 5 minutes t ...

Taiwan’s life insurers look set to lift their currency hedging from near record lows in an attempt to shield overseas assets from further swings in the local dollar https://t.co/YZyuNRVWHY ...