Klement on Investing

Klement on Investing

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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
1
Equity investors seeking clarity should be careful what they wish for
My latest opinion piece for Reuters is out.
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Joachim Klement
Green investing with a vengeance
The election of Donald Trump to the White House has ended the US government’s efforts to mitigate climate change.
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Joachim Klement
5
STFU
Husbands everywhere will tell you that their wives talk too much.
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Joachim Klement
2
Four minutes
Last year, I wrote a note on the lack of diversification in retail investor portfolios. An analysis by VZ Vermögenszentrum in Switzerland showed that…
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Joachim Klement
11
Exactly how damaging is fiscal policy uncertainty?
Ever since Liberation Day, many others and I have been saying that the true damage does not come from the tariffs but from the uncertainty created by…
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Joachim Klement
4
Casting doubt on risk preferences
The human mind just never seizes to surprise me.
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Joachim Klement
8
Poor regions suffer more from extreme weather
We know that extreme weather caused by climate change does harm poorer countries more than richer ones.
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Joachim Klement
Popes are good for business
If you are not catholic, you may wonder what popes are good for?
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Joachim Klement
6
Repost: Armed conflict investor survival guide
Given Israel’s attack on Iran today, I thought I repost the below survival guide on how to deal with such a situation as an investor.
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Joachim Klement
3
Removing crash risk from the carry trade
The carry trade borrows money from low interest rate currencies and invests in high interest rate currencies.
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Joachim Klement
Companies don’t wait for tariffs to come into effect
It feels like an eternity ago, but in March and April, Donald Trump made such a barrage of tariff announcements that the outlook for global trade…
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Joachim Klement
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