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Insights and research
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Our investment professionals leverage deep and diverse expertise by sharing proprietary research across asset class teams and constantly challenging one another. We provide our client base with our research insights and expertise on industry issues and themes that matter most to them.
Global health care: An opportunity to invest in innovation
In the U.S. and China, massive increases in spending are expected over the next decade and rapid innovation is underway in three main areas of the health sector. In this paper, the health care sector experts at CIBC Asset Management highlight how investing in high-quality businesses using an informational advantage could be conducive to long-term outperformance.
Managing inherent currency risk through strategic hedging
Exposure to global assets diversifies investment portfolios. Every allocation to a foreign asset, however, inherits an associated passive exposure to foreign currency. Choosing a hedge ratio to manage this inherited currency exposure is a key strategic portfolio decision. In this paper, we examine several competing criteria that determine an appropriate hedging policy.
The role of currency in investment portfolios is often misunderstood. In this whitepaper, we provide clarity regarding two important, and distinct, decisions in the management of currency exposure. First, and most important, the strategic decision on how much inherited currency exposure to hedge. Second, and completely independent of the strategic decision, whether to allocate to a tactical, return-seeking active currency strategy. Both decisions are important and completely independent of one another.
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