Hedge currency exposure, or not? New research paper in the Journal of Portfolio Management by Luis Viceira and Sally Shen. Link: www.pm-research.com/content/iijp... #EconSky #FinSky #Investing #Dollar #Currencies #Finance
Laurens Swinkels
@lswinkels.bsky.social
Associate Professor of Finance at Erasmus University Rotterdam and Executive Director at Robeco Asset Management. www.laurensswinkels.com #FinSky #EconSky 📍Oslo, Norway 🇳🇴
Again a very thoughtful analysis of Jesper Rangvid, this time about the rise in global government bond interest rates. #FinSky #EconSky #Investing #Debt #Treasury #Yields #Bonds
Why are yields rising? – Rangvid’s Blog
blog.rangvid.com
Relevant new paper for investors: "Disappearing Dollar Convenience?" Link to paper: www.nber.org/papers/w35742 #EconSky #FinSky #Finance #Investing #Dollar #NBER #Academic
Great blog by Jesper Rangvid about a conference he organized on Climate Risks and Expected Returns. #Climate #ClimateChange #Investing #Finance #EconSky
Climate risks and expected returns – Rangvid’s Blog
blog.rangvid.com
"Fool's Gold? How the USD lost its Shine" www.nber.org/papers/w35669 #Gold #Dollar #Investing #Finance #EconSky #FinSky
🎉New publication! Our paper, “Better decarbonization incentives with shorter bond maturity profiles", has been accepted for publication in the Journal of Impact and ESG Investing. 💾 Download the paper here for free: dx.doi.org/10.2139/ssrn... #Investing #FinSky #EconSky #ESG #Climate #Finance
🚨 Can we visualise 140yrs of banking crises on an animated world map? Yes! Should we have invested quite so much time doing so? 🤫 www.ft.com/content/bcc9...
If you are looking for an alternative internet browser that takes data privacy serious, you may want to check out Vivaldi 🇧🇻 at www.vivaldi.com
Vivaldi Browser | Powerful, Personal and Private web browser
It’s a web browser. But fun. It comes with a bunch of clever features built-in. It’s super flexible and does not track you. Get the Vivaldi browser for desktop, mobile, and your car!
vivaldi.com
A far from mediocre essay on how Norway’s “good enough” mentality — where the focus is more on lifting the bottom than nurturing winners — can actually produce great outcomes. (Though I do wish Norwegian schools were a bit more academically ambitious…) www.ft.com/content/0fe0...
The Norwegian case for mediocracy
What happened when an aspiring American tiger mom came face to face with Norway’s ‘good enough’ model
ft.com
Latest on RealT: A cofounder recently told investors that the crypto real estate company would enter "voluntary liquidation" of all its properties -- it sold shares for around 700 in Detroit. outliermedia.org/realt-crypto...
RealT: Crypto real estate company plans to sell Detroit properties
Crypto real estate company RealT is planning to sell its entire Detroit portfolio amid financial strains and legal threats.
outliermedia.org
RealT co-founder Jean-Marc Jacobson says his crypto real estate company plans to sell its entire Detroit property portfolio as mounting financial and legal troubles push it toward insolvency. The latest from @amondry.bsky.social: outliermedia.org/realt-crypto...
New relevant working paper just came out! #EconSky #FinSky #Academic #Research #Finance #Economics #NBER Link to paper: www.nber.org/papers/w35389
Surprise! Who would have thought that threatening a country would lead them to buy their military equipment somewhere else... #Canada #Europe #Sweden #US
Canada to buy Swedish early warning planes rather than US model
Canada, which says it wants to reduce reliance on U.S. defense firms, on Wednesday announced plans to buy a fleet of early warning planes from Sweden's Saab rather than a competing option from Boeing.
reuters.com
Big news in city's lawsuit against RealT: The two sides have agreed for a third-party to take over control of the crypto real estate company's extensive Detroit portfolio until at least the end of October. outliermedia.org/realt-detroi...
Detroit crypto landlord RealT cedes portfolio control to third party
The City of Detroit reached an agreement with crypto landlord RealT to cede control of its portfolio to a third party.
outliermedia.org
Political pressure on central banks achieves lower rates and a short-run boost to economic growth. However, over time, inflation rises and central bank credibility declines. Marijn Bolhuis, Rui Mano, Hedda Thorell cepr.org/voxeu/column... #EconSky
🚨What happens when a western firm is bought by a Chinese firm? The Chinese firm’s patent filings triple. www.ft.com/content/2b2f...
Interesting presentation about carbon tilts in factor investing by Grønborg of @au.dk at the factor investing conference in @lancasteruni.bsky.social #sustainability #investing #academic #finance #econsky #finsky #carbon #climate
Really nice seminar on asset allocation today by the Norwegian Association of Quantitative Finance at the University of Oslo @uio.no #Investing #Finance #Norway
the Norwegian campaign against enshittification is pretty great tbf vimeo.com/1168468796
The Ensh*ttificator
Digital products and services keep getting worse. In the new report Breaking Free: Pathways to a fair technological future, the Norwegian Consumer Council has delved…
vimeo.com
Is the end near for RealT? Here are the facts: It stopped weekly payouts to investors. It owes millions of dollars in unpaid taxes, bills and tickets. And many of its Detroit properties could be pushed into tax foreclosure. So what happens now? @amondry.bsky.social's latest:
RealT: Crypto landlord’s real estate model in Detroit is collapsing
Crypto landlord RealT stopped paying its investors and owes millions of dollars to the City of Detroit.
outliermedia.org
"Are Government Bonds Safe in Times of War and Pandemic?" Link to paper: dx.doi.org/10.2139/ssrn... #EconSky #Finance #Investing #Academic #Bonds #War
The divergence between the performance of China’s economy and its stock market has been a topic for decades. This from @tobyn.bsky.social may finally explain it. www.ft.com/content/b431...
"JPMorgan and Amundi 'evaluating' tokenised ETFs in Europe" #tokenization #finance #etf #innovation #finsky #investing
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igniteseurope.com
"BlackRock limits withdrawals from private credit fund after redemption surge" #finance #investing #privatecredit
BlackRock limits withdrawals from private credit fund after redemption surge
Quarterly payouts are now subject to a 5% cap as investors pull back from semi-liquid private credit products.
amwatch.com
"The illusion of the carbon premium" with Markwat and Hanauer. Link to paper: ssrn.com/abstract=625... Summary video in Engish: app.heygen.com/videos/34747... and Spanish: app.heygen.com/videos/5060f..., other languages here www.laurensswinkels.com #sustainability #carbon #climate #finance
Where do billionaires come from? Link to paper: dx.doi.org/10.2139/ssrn... #democracy #wealth #inequality #economics #econsky #finance #finsky
