Currency hedging strategies, strategic benchmarks and the Global and Euro Sovereign financial crises

This paper investigates dynamic currency hedging benefits, with a further focus on the impact of currency hedging before and during the recent financial crises originated from the subprime and the Euro sovereign bonds. We take the point of view of a Euro-based institutional investor who considers pa...

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Detalles Bibliográficos
Autores: Caporin, Massimiliano, Jiménez Martín, Juan Ángel, González Serrano, Lydia
Tipo de recurso: informe técnico
Fecha de publicación:2013
País:España
Institución:Universidad Complutense de Madrid (UCM)
Repositorio:Docta Complutense
Idioma:inglés
OAI Identifier:oai:docta.ucm.es:20.500.14352/41519
Acceso en línea:https://hdl.handle.net/20.500.14352/41519
Access Level:acceso abierto
Palabra clave:Multivariate GARCH
Conditional correlations
Currency futures
Optimal hedge ratios
Hedging strategies.
Econometría (Economía)
5302 Econometría
Descripción
Sumario:This paper investigates dynamic currency hedging benefits, with a further focus on the impact of currency hedging before and during the recent financial crises originated from the subprime and the Euro sovereign bonds. We take the point of view of a Euro-based institutional investor who considers passive investment strategies in portfolios holding European, British and US assets. We analyze the impact of the model specification to improve the risk-return tradeoff when currency risk is hedged. Hedging strategies of currency risk, using exchange rates futures and driven by several multivariate GARCH models, depend on the portfolio composition and period analyzed. Dynamic covariance models provide limited evidences of a decrease in hedging rations compared to naïve hedging strategies based on linear regressions or variance smoothing. Nevertheless, those results are coupled with better performances of dynamic covariance models in terms of hedging effectiveness an improved Sharpe ratios. The empirical evidences are observed both in-sample as well as in an out-of-sample exercise.