Market crashes and economic downturns are a part of life. Market calamity can occur seemingly out of nowhere and whether it be a dotcom bubble, a financial crisis, Brexit or Covid-19, we can never predict the full impact of a new market crash. We can however forecast that its effect on the markets, and the wider economy, will ultimately be temporary.

I want to begin this blog by firstly taking time to explain why foreign exchange is an important part of portfolio composition and why as investors you should be paying close attention to currency exposure, as it could be driving or eroding your investment returns.

I want to begin this blog by firstly taking time to explain why foreign exchange is an important part of portfolio composition and why as investors you should be paying close attention to currency exposure, as it could be driving or eroding your investment returns.

Global markets in 2022 have exhibited abnormal volatility. Inflation readings sit at multiples of central bank targets around the world, and a plethora of rate hiking cycles have begun in attempts to combat this. Muted capital expenditure during the pandemic has left supply chains in tatters, and producers scrambling to secure inputs. When compounded by an invasion involving two hegemonic commodity producers and a pilgrimage towards net-zero carbon emissions, we at Titan believed an environment for sustained commodity outperformance was firmly in place.

I want to begin this blog by firstly taking time to explain why foreign exchange is an important part of portfolio composition and why as investors you should be paying close attention to currency exposure, as it could be driving or eroding your investment returns.