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Comedians on an earnings call
Last week I wrote about how humour can help people appear more competent and achieve a higher status in the eyes of observers. Truth be told that was j…
Joachim Klement
Jan 15
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Should real interest rates be even lower in the long run?
One of the key drivers of returns on financial markets are real interest rates. Most investors look at nominal interest rates as a guide to what they c…
Joachim Klement
Jan 14
5
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Ethics vs. incentives
In the world of business, I don’t think there is any job where in some instances the incentives for an employee or business owner are not in conflict w…
Joachim Klement
Jan 13
1
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Gold as a crisis hedge revisited
What can I say about gold that hasn’t been said a thousand times? Not much, really. I have compiled my research some years ago in a paper. In essence, …
Joachim Klement
Jan 12
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Climate risk is already priced in bank loans
In Europe and the United Kingdom, regulators are demanding from banks and insurance companies to include climate-related risks when assessing their bus…
Joachim Klement
Jan 11
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And the flag is a big plus
Readers of these missives will know that my Friday editions are always on the humorous side and try to look at business and investing in a less serious…
Joachim Klement
Jan 8
4
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Does their cultural background affect analyst forecasts?
I have written previously about new research that shows that analyst recommendations – contrary to wide held beliefs do add value in terms of outperfor…
Joachim Klement
Jan 7
2
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Social media vs. news media
How investors get their news has changed dramatically over the last decade. Traditionally, news media from the FT and the Wall Street Journal to the fi…
Joachim Klement
Jan 6
3
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Morningstar’s influence on style returns
Morningstar has become the go-to source for fund selectors for quite a while now. And this almost monopolistic position apparently has some influence n…
Joachim Klement
Jan 5
1
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Transparency builds trust
In Europe and the UK, companies and fund managers face the prospect of a whole range of new regulations in the next couple of years that will require t…
Joachim Klement
Jan 4
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Happy New Year 2021
Joachim Klement
Jan 1
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Let me ruin your Christmas
Christmas is approaching and it is the time to be merry, eat lots of food, sing Carols, and enjoy the Christmas tree. But of course, being the eco-ment…
Joachim Klement
Dec 21, 2020
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