Klement on Investing

Klement on Investing

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It’s a little bit more complicated than that
When it comes to making a point, there is a fine line between being nuanced and accurate and oversimplifying things to emphasise a conclusion.
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Joachim Klement
The environmental impact of agricultural crops
We need to feed 8 billion people in the world.
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Joachim Klement
1
Politics is broken, I mean, really
Here in the UK, we have had a week of assessments of Labour’s first year in office.
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Joachim Klement
4
US fiscal folly could create big, beautiful debt spiral
Just in time for the passing of the US budget, my new Reuters column is out.
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Joachim Klement
2
Is macroeconomics a mature science?
A couple of months ago, Olivier Blanchard assessed the current state of macroeconomics at the 40th annual NBER macro conference.
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Joachim Klement
6
To hedge or not to hedge, and how to hedge
Some businesses face volatile inputs that they cannot control.
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Joachim Klement
2
Kleptocracy Inc.
Anne Applebaum, who wrote with Autocracy Inc.
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Joachim Klement
6

June 2025

I want it to matter, but it doesn’t
I have written a couple of times about biodiversity issues in ESG investing.
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Joachim Klement
6
How masculine is your portfolio?
<Irony=On>
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Joachim Klement
5
It’s a good thing to have several suppliers
In 2022, many countries found out the hard way how dependent they were on supply chains from China.
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Joachim Klement
Investment heuristics cage match
I would venture a guess and say that almost all investors occasionally use simple heuristics to make investment decisions.
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Joachim Klement
3
When looking at private investments, the past is prologue
Private investments, be it equity or debt, have become the most loved corner of the capital markets.
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Joachim Klement
2
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