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The fundamental drivers of recent volatility in
The fundamental drivers of recent volatility in

... hedging and speculation in futures markets is less clear than it may seem. Traditionally, traders with a commercial interest in or an exposure to a physical commodity have been called hedgers (or, commercial traders), while those without a physical position to offset have been called speculators (no ...
Demography and the Long-Run Predictability of the Stock Market
Demography and the Long-Run Predictability of the Stock Market

... cohorts are deterministically followed by small cohorts in a recurring cycle, as has been the case for the past century in the United States, rather than a stochastic birth model in which a large cohort might be followed by an even larger cohort. Second, we assume preferences for which saving is rel ...
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... (1999); Siegel (1999); Calvet, Gonzalez-Eiras, and Sodini (2003)). In this paper, we consider an alternative explanation for the declining equity premium and persistently high stock market valuations: a fall in macroeconomic risk, or the volatility of the aggregate economy. To understand intuitively ...
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PDF

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The Pull of Active Management - Market Strategies International
The Pull of Active Management - Market Strategies International

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the use of portfolio credit risk models in central banks

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Read Publication - UKZN Centre for Civil Society

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China`s heavily indebted corporate sector, Week in Focus, 15

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Value and Prices of Intangible Assets

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Value versus Growth - Krannert School of Management

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Schroders The effect of unstable correlations on portfolio diversification

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Fed Intervention: Managing Moral Hazard in Financial Crises

... levels of leverage. Some subprime loans offered low initial interest rates; others only required interest payments, needed no down payment or were made with no proof of income. The mortgages were bundled into multilayered securities graded by risk, then sold to hedge funds, investment banks, insuran ...
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The Declining Equity Premium: What Role Does Macroeconomic

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Interest Rate Liberalization and Economic Growth in Zambia: A

... and economic growth are not causally related at all. This implies that neither of the two has any significant effect on the other, and that the empirically observed correlation between them is merely the result of a historical peculiarity. In other words, even though economies grow as the financial ...
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title of the paper - economics and management

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Currency factors: More than a zero sum game

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Vietnam Today: GAS leads market higher to break four-day

... publication only. They do not necessarily reflect the opinions of VCSC and are subject to change without notice. This report is provided, for information purposes only, to institutional investors and retail clients of VCSC in Vietnam and overseas in accordance to relevant laws and regulations explic ...
The Global Secondary Market: A Growing and Evolving Investment
The Global Secondary Market: A Growing and Evolving Investment

... objectives cannot be satisfied with a traditional sale. The assets acquired in complex secondary transactions are often similar to or the same as those involved in traditional transactions. Accordingly, they should not be viewed as having a different risk profile from the underlying assets involved ...
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Financial economics

Financial economics is the branch of economics characterized by a ""concentration on monetary activities"", in which ""money of one type or another is likely to appear on both sides of a trade"". Its concern is thus the interrelation of financial variables, such as prices, interest rates and shares, as opposed to those concerning the real economy. It has two main areas of focus: asset pricing (or ""investment theory"") and corporate finance; the first being the perspective of providers of capital and the second of users of capital.The subject is concerned with ""the allocation and deployment of economic resources, both spatially and across time, in an uncertain environment"". It therefore centers on decision making under uncertainty in the context of the financial markets, and the resultant economic and financial models and principles, and is concerned with deriving testable or policy implications from acceptable assumptions. It is built on the foundations of microeconomics and decision theory.Financial econometrics is the branch of financial economics that uses econometric techniques to parameterise these relationships. Mathematical finance is related in that it will derive and extend the mathematical or numerical models suggested by financial economics. Note though that the emphasis there is mathematical consistency, as opposed to compatibility with economic theory.Financial economics is usually taught at the postgraduate level; see Master of Financial Economics. Recently, specialist undergraduate degrees are offered in the discipline.Note that this article provides an overview and survey of the field: for derivations and more technical discussion, see the specific articles linked.
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