Klement on Investing
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I am going on vacation next week, so I don’t really feel like putting in the effort to come up with a good article. Instead, I will simply copy one of …
Joachim Klement
Aug 7 1
Activist hedge fund managers are a controversial lot. They claim they take positions in undervalued companies to force changes in the business and unlo…
Joachim Klement
Aug 6 1
After I published a post showing that there is no connection between intelligence and performance amongst fund managers, I had a lot of conversations a…
Joachim Klement
Aug 5
Factor investing or smart beta investing has become all the rage, though admittedly more in the United States than in the UK and Europe. In their effor…
Joachim Klement
Aug 4
The accusations of modern-day slavery against fast fashion retailer Boohoo have not only railed its share price but also sent shockwaves through the ES…
Joachim Klement
Aug 3
Answer: Yes For those of you who would like to have a more detailed explanation let me guide you through a paper that is making the rounds for a year n…
Joachim Klement
Jul 31 5
It may sound weird, but it could be that Russia will soon copy Mexico for best practice in managing government finances. Russia’s state-owned oil giant…
Joachim Klement
Jul 30
One of the things I admire most in people is when they are able to change their opinions based on new evidence, take responsibility for past mistakes, …
Joachim Klement
Jul 29 1
There are lots of challenges investors face in the current crisis, but one gets in my view too little attention: how to identify cheap stocks. I think …
Joachim Klement
Jul 28
It should be quite obvious to state that, but if you look around amongst finance professionals and top-level executives, you can find an extraordinary …
Joachim Klement
Jul 27 1
I am a sucker for a good map. Maps shape the way we think about the world and influence us in subtle ways, as I have discussed here. That is why I thin…
Joachim Klement
Jul 24
There is one overlooked difference between professional investors like fund managers and individual investors: Individual investors don’t have to look …
Joachim Klement
Jul 23
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