Sitemap - 2024 - Klement on Investing
To have a blockbuster, appeal to values
The rise of shadow banking in two key charts
In theory, trade wars are easy…
Bang for your buck in private capital markets
You’re going to miss me when I am gone
Public finances are like stocks
Exorbitant privilege or why the UK cannot do what the US does
The next time you complain about your taxes do this first
Invest in a company that cannot go bankrupt
Investment consultants re-arranging deck chairs
How retail ETF investors screw themselves
Reshoring leads to more global trade
Do ESG fund managers have ESG skill?
Keeping up or hanging out with the Joneses
Wading into a political minefield
Financial statements we should pay more attention to
What happens when you divest from BP and Shell?
Armed conflict investor survival guide
When tax cuts lead to higher tax rates
When worrying about inflation becomes your identity
The (declining) benefits of macro hedge funds
European companies are finally buying back their shares
The geopolitics of the energy transition: Are fossil fuels more secure?
What a difference a tree makes
What the Germans think about their debt brake
The foolishness of effective altruism
My latest article on Marketwatch
The shocking consequences of living in the here and now
Want to know which stocks I like?
Framing matters: Inequality edition
Is the Fed losing its independence?
Why quality stocks perform so well
Japan is the playbook, not the exception
This is not what I normally do here…
Increasing collective intelligence
Retail investors and earnings surprises
The very real effects of consumers’ hopes
Housing affordability around the globe and what really helps
Teams are more than just a collection of the best talent
Post-earnings announcement drift is not just for equities
Stocks (and bonds) for the long run: Part 3
Fighting corruption in Africa, one US law at a time
A Protestant retirement ethic?
Reducing the factor zoo for bonds
Stocks (and bonds) for the long run: Part 2
Now that rates start to fall again…
Improving valuations through better governance
Prisoners of our genes or masters of our destiny?
Which economic surprises matter?
Stocks (and bonds) for the long run: Part 1
Free money, who doesn't like free money?
Managing private equity portfolios
Sustainability helps you reduce costs
Want to be a great fund manager? Don’t study finance
What happens if China sneezes?
The investor experience with thematic funds
How many factors do you really need?
The rise of ESG investing among (wealthy) retail investors
What’s the right level of inflation?
The Fed may extend the life of zombies
I want to shoot the whole day down
Should we prefer bonds over stocks?
When optimism becomes a dirty word
Your network matters, but not always to your benefit
I think I’ll never get back on the good side of MSCI ESG…
Victor Wembanyama may not reach the peak of his abilities at San Antonio
Rate hikes and the damage to our national productivity
From cynical bubbles to cynical liquidity
The quantification of ESG investing
The lasting effects of the current inflation
Geopolitical decoupling and commodity prices
From oil price speculation to higher inflation?
The backlash against ESG investing seems to go nowhere
Understanding human stupidity in a post-truth era
Only academics believe in efficient markets
Oh those share price forecasts