Currency Hedging

Currency hedging are covered in two readings in different terminologies (one in SS10 and one in SS15).

Under SS10:

Unhedged return: LMR + LCR

Hedged return: LMR + (Rd - Rf) => LMR + (F-S0)/S0

Under SS15:

Unhedged return: Rd,u

Hedged return: Rd,u + %change in future price => Rd,u + (F0-Ft)/S0

Is my understanding correct? Please someone validate this and correct me if I’m wrong…Thanks!

SS10 is looking at total returns of foreign bonds translated back to a domestic investor.

Unhedged return would be

(1+RL)(1+Cr) -1. I think your answer would suffice.

Hedged return:

HR = RL + Forward Premium/discount ==> Forward Premium/discount = (F0-S0)/S0 or ~ (iD - iF) which is the interest differential between the domestic and foreign interest rates.

Rearrange the equation and you get…

HR = iD + (Rl - iF) or…

Domestic Risk-Free rate + local bond’s risk premium. It allows us to compare hedged yields from any foreign market.

Study session15

HR = Rd,u + %chng in future

HR = Rd,u - (Ft-F0)/S0. => We’re long the unhedged, and SHORT the future.

Good answer, this confused me at one point as well.