Klement on Investing

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European equities won’t provide safety if US bubble bursts
My latest commentary piece for Reuters has gone online.
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Joachim Klement
6
Factors come and go…
The investment industry is full of fads and trends that come, lead to disappointing results, and then disappear again.
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Joachim Klement
3
How big is the equity risk premium?
It is one of the most important questions in the investment world and one of that is permanently debated.
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Joachim Klement
1
Why retail traders underperform
A couple of months ago, I wrote a note about what people look at when they look at charts.
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Joachim Klement
8
Corporate culture is a real (though intangible) asset
Corporate culture is such a hard thing to grasp.
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Joachim Klement
3
Great, now the machines start to understand me
The advances in generative AI are amazing.
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Joachim Klement
5
Boy those retail traders are lucrative
Every professional trader and market maker loves retail traders.
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Joachim Klement
2
Past performance is indicative of future results
At least when it comes to fund flows.
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Joachim Klement
3
Five books that impressed me this year
There are some books I have read this year that have made a lasting impression on me.
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Joachim Klement
7
It’s cheaper being green
It may not be easy being green (at least not if you are a frog) but if you ask corporate decision makers, it certainly is cheaper.
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Joachim Klement
2

November 2024

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