FYI: As pioneers of Modern Alpha™ strategies and currency hedging, WisdomTree has been at the forefront of providing smarter exposure to investors. Our head of Research, Jeremy Schwartz, recently wrote about managing currency risk in our newly launched Emerging Market (EM) multifactor strategy. This comes at a time when EM currencies have been under immense pressure due to trade concerns, sanctions and a host of other global macro-related issues.
Should all EM exposures be painted with the same brush—and if not, what is the right way to separate good EM exposure from bad in the current environment?
Regards,
Ted
https://www.wisdomtree.com/blog/2018-09-20/separating-good-from-bad-emerging-market-exposure
