Jul 3, 2020
In Episode 8 of the Canadian Portfolio Manager Podcast, Justin starts off by answering a listener question regarding the currency exposure of two U.S. equity ETFs in the CPM model portfolios. Steven Leong, of BlackRock Canada, also drops in to provide his currency insights throughout the episode. We then embark upon a most excellent currency adventure with Bill and Ted - two pals who are trying to wrap their heads around the confusing world of currencies. The currency exposure of international, emerging markets, and the iShares “dot U” equity ETFs are also examined. Finally, we end the show with an ETF Kombat between XUU.U and ITOT (two U.S. equity ETFs that both transact in U.S. dollars).
Blog posts/resources discussed in this episode:
CPM Episode 8: Making Cents of Your ETF’s Loonie Currency Exposure (PODCAST SCRIPT)