EPISODE · Apr 27, 2026 · 6 MIN
When Currency Matters: Navigating International Equity Returns
from Shelton Capital Management | Real Investment Insights · host Shelton Capital Management
In this episode of Shelton Capital Management’s Real Investment Insights, Jonathan Bernstein, Client Portfolio Manager, is joined by Gary Stringer, Senior Portfolio Manager, to discuss how currency movements can shape international equity returns. They explain why foreign investing involves more than just stock selection, how shifts in the U.S. dollar can create tailwinds or headwinds for returns, and where currency-hedged ETFs may fit into a portfolio.To learn more, visit sheltoncap.com/stringer
What this episode covers
In this episode of Shelton Capital Management’s Real Investment Insights, Jonathan Bernstein, Client Portfolio Manager, is joined by Gary Stringer, Senior Portfolio Manager, to discuss how currency movements can shape international equity returns. They explain why foreign investing involves more than just stock selection, how shifts in the U.S. dollar can create tailwinds or headwinds for returns, and where currency-hedged ETFs may fit into a portfolio. To learn more, visit sheltoncap.com/str...
NOW PLAYING
When Currency Matters: Navigating International Equity Returns
No transcript for this episode yet
Similar Episodes
Apr 21, 2026 ·13m
Apr 19, 2026 ·16m
Apr 17, 2026 ·13m
Apr 13, 2026 ·11m
Apr 11, 2026 ·16m