exchange rate risk

How Much USD Assets Should You Hold? — A Practical Portfolio Allocation Strategy

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Read in Korean → 한국어로 읽기 In the past,it was often enough to think about assets only in local currency terms. But today,even if the asset is the same,its real value can change depending onwhich currency it is held in. This shift is becoming more visible over time. In this environment,USD-denominated assets are no longer … Read more

Reducing Exchange Rate Risk Through Asset Structure

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Reducing Exchange Rate Risk Through Asset Structure

Read in Korean → 한국어로 읽기 How to Move Beyond a KRW-Centered Portfolio Most people think of exchange rates as a question of“Will it go up or down?” But for those who hold assets over the long term,exchange rates are less about predictionand much more about structure. Especially when your income, debt, and assets are … Read more