Laurens Swinkels
@lswinkels.bsky.social
Associate Professor of Finance at Erasmus University Rotterdam and Executive Director at Robeco Asset Management. www.laurensswinkels.com #FinSky #EconSky
📍Oslo, Norway 🇳🇴
📍Oslo, Norway 🇳🇴
The cryptocurrency elephant in the room... why own exactly zero percent crypto is a puzzle
Link to paper: doi.org/10.1093/rof/...
#EconSky #FinSky #Bitcoin #Crypto #Investing #Academic
Link to paper: doi.org/10.1093/rof/...
#EconSky #FinSky #Bitcoin #Crypto #Investing #Academic
November 21, 2025 at 4:18 PM
The cryptocurrency elephant in the room... why own exactly zero percent crypto is a puzzle
Link to paper: doi.org/10.1093/rof/...
#EconSky #FinSky #Bitcoin #Crypto #Investing #Academic
Link to paper: doi.org/10.1093/rof/...
#EconSky #FinSky #Bitcoin #Crypto #Investing #Academic
Reposted by Laurens Swinkels
Banger post on the buzziest (but fuzziest) phenomenon in institutional investing, from @tobyn.bsky.social naturally. on.ft.com/47MeI73
The hot new investment trend is the ‘Total Portfolio Approach’. Does it work?
Exploring the buzzy but fuzzy new phenomenon in asset allocation
on.ft.com
November 17, 2025 at 7:12 AM
Banger post on the buzziest (but fuzziest) phenomenon in institutional investing, from @tobyn.bsky.social naturally. on.ft.com/47MeI73
A new working paper on "The Viability of Bitcoin as a Central Bank Reserve Asset" concludes that Bitcoin lacks stability and liquidity, but could still play a role in central bank management.
Link to paper: dx.doi.org/10.2139/ssrn...
#EconSky #FinSky #Finance #Bitcoin #Academic
Link to paper: dx.doi.org/10.2139/ssrn...
#EconSky #FinSky #Finance #Bitcoin #Academic
November 11, 2025 at 7:36 AM
Reposted by Laurens Swinkels
Headline from a serious and long working paper on the economic impact of Brexit. Possible that this has been feeding into OBR and HMT discussions?
November 10, 2025 at 9:33 AM
Headline from a serious and long working paper on the economic impact of Brexit. Possible that this has been feeding into OBR and HMT discussions?
My paper just published *open access* in the Journal of International Money and Finance "The risk and reward of investing" doi.org/10.1016/j.ji...
Short video clip about the content on www.laurensswinkels.com, where you can also find the data.
#EconSky #FinSky #Academic #Investing #Finance
Short video clip about the content on www.laurensswinkels.com, where you can also find the data.
#EconSky #FinSky #Academic #Investing #Finance
November 6, 2025 at 1:00 PM
My paper just published *open access* in the Journal of International Money and Finance "The risk and reward of investing" doi.org/10.1016/j.ji...
Short video clip about the content on www.laurensswinkels.com, where you can also find the data.
#EconSky #FinSky #Academic #Investing #Finance
Short video clip about the content on www.laurensswinkels.com, where you can also find the data.
#EconSky #FinSky #Academic #Investing #Finance
Reposted by Laurens Swinkels
Angels or Sinners? Exploring the halo effect in ESG investing in Indian equities url: www.emerald.com/sajbs/articl...
#sustainability #esg #finance #investing #india
#sustainability #esg #finance #investing #india
Angels or Sinners? Exploring the halo effect in ESG investing in Indian equities
Purpose. This study examines whether environmental, social and governance (ESG) scores influence portfolio performance, risk and market valuation in the Indian equity market, specifically exploring wh...
www.emerald.com
October 30, 2025 at 1:26 PM
Angels or Sinners? Exploring the halo effect in ESG investing in Indian equities url: www.emerald.com/sajbs/articl...
#sustainability #esg #finance #investing #india
#sustainability #esg #finance #investing #india
New working paper on Gold and Bitcoin
Link to paper: dx.doi.org/10.2139/ssrn...
#Gold #Bitcoin #Investing #FinSky #EconSKy #Safehaven
Link to paper: dx.doi.org/10.2139/ssrn...
#Gold #Bitcoin #Investing #FinSky #EconSKy #Safehaven
October 29, 2025 at 11:00 PM
New working paper on Gold and Bitcoin
Link to paper: dx.doi.org/10.2139/ssrn...
#Gold #Bitcoin #Investing #FinSky #EconSKy #Safehaven
Link to paper: dx.doi.org/10.2139/ssrn...
#Gold #Bitcoin #Investing #FinSky #EconSKy #Safehaven
"The main lesson is that a country can reduce its debt without resorting to sovereign default or high inflation. Sensible, credible reforms can achieve both debt reduction and economic stability."
Rangvid's blogpost: blog.rangvid.com/2025/10/26/h...
#EconSky #Denmark #Debt #InterestRates #Book
Rangvid's blogpost: blog.rangvid.com/2025/10/26/h...
#EconSky #Denmark #Debt #InterestRates #Book
How low interest rates change Denmark – Rangvid’s Blog
blog.rangvid.com
October 26, 2025 at 9:17 PM
"The main lesson is that a country can reduce its debt without resorting to sovereign default or high inflation. Sensible, credible reforms can achieve both debt reduction and economic stability."
Rangvid's blogpost: blog.rangvid.com/2025/10/26/h...
#EconSky #Denmark #Debt #InterestRates #Book
Rangvid's blogpost: blog.rangvid.com/2025/10/26/h...
#EconSky #Denmark #Debt #InterestRates #Book
Reposted by Laurens Swinkels
🚨What’s up with private credit ratings? on.ft.com/47sTNV9
What’s up with private credit ratings?
Could this be a film we’ve seen before?
on.ft.com
October 24, 2025 at 6:29 AM
🚨What’s up with private credit ratings? on.ft.com/47sTNV9
Reposted by Laurens Swinkels
"Although pass-through at the border was incomplete, our estimates indicate that U.S. consumers paid more than the government received in tariff revenue, because domestic markups amplified downstream price effects." www.nber.org/papers/w34392
October 20, 2025 at 7:34 AM
"Although pass-through at the border was incomplete, our estimates indicate that U.S. consumers paid more than the government received in tariff revenue, because domestic markups amplified downstream price effects." www.nber.org/papers/w34392
The economic consequences of war
Link to paper: www.nber.org/papers/w34389
#EconSky #War #Economy #Academic #HistorySky
Link to paper: www.nber.org/papers/w34389
#EconSky #War #Economy #Academic #HistorySky
October 20, 2025 at 8:49 AM
The economic consequences of war
Link to paper: www.nber.org/papers/w34389
#EconSky #War #Economy #Academic #HistorySky
Link to paper: www.nber.org/papers/w34389
#EconSky #War #Economy #Academic #HistorySky
New paper on how to best reduce carbon emissions.
#Climate #Carbon #Investing #Assets #EconSky
Link to paper: www.nber.org/papers/w34342
#Climate #Carbon #Investing #Assets #EconSky
Link to paper: www.nber.org/papers/w34342
October 16, 2025 at 8:31 AM
New paper on how to best reduce carbon emissions.
#Climate #Carbon #Investing #Assets #EconSky
Link to paper: www.nber.org/papers/w34342
#Climate #Carbon #Investing #Assets #EconSky
Link to paper: www.nber.org/papers/w34342
New paper comparing investment in gold with investment in gold miners.
#Investing #Gold #Stocks #FinSky
Link to paper: dx.doi.org/10.2139/ssrn...
#Investing #Gold #Stocks #FinSky
Link to paper: dx.doi.org/10.2139/ssrn...
October 15, 2025 at 1:03 PM
New paper comparing investment in gold with investment in gold miners.
#Investing #Gold #Stocks #FinSky
Link to paper: dx.doi.org/10.2139/ssrn...
#Investing #Gold #Stocks #FinSky
Link to paper: dx.doi.org/10.2139/ssrn...
Just published a new paper on investing in emerging markets debt in the Journal of Asset Management. Free to download from the link below.
#EMD #EmergingMarkets #Investing #FinSky #EconSky #Academic
#EMD #EmergingMarkets #Investing #FinSky #EconSky #Academic
Exploring emerging markets debt: Bond voyage?
rdcu.be
October 10, 2025 at 7:48 AM
Just published a new paper on investing in emerging markets debt in the Journal of Asset Management. Free to download from the link below.
#EMD #EmergingMarkets #Investing #FinSky #EconSky #Academic
#EMD #EmergingMarkets #Investing #FinSky #EconSky #Academic
Reposted by Laurens Swinkels
Bernanke, Cochrane, Greenspan, Mankiw, Paulson, Rogoff, Romer, Rubin, Summers, Yellen, etc & me: "allowing the removal of Governor Lisa D. Cook while the challenge to her removal is pending would threaten that independence and erode public confidence in the Fed." www.supremecourt.gov/DocketPDF/25...
www.supremecourt.gov
September 25, 2025 at 3:42 PM
Bernanke, Cochrane, Greenspan, Mankiw, Paulson, Rogoff, Romer, Rubin, Summers, Yellen, etc & me: "allowing the removal of Governor Lisa D. Cook while the challenge to her removal is pending would threaten that independence and erode public confidence in the Fed." www.supremecourt.gov/DocketPDF/25...
Our new report with capital market assumptions for the next five years: "The Stale Renaissance".
#FinSky #EconSky #Investing #Investment #Stocks #Bonds
#FinSky #EconSky #Investing #Investment #Stocks #Bonds
5-year Expected Returns: The Stale Renaissance | Robeco Global
Robeco publishes Expected Returns 2026-2030
www.robeco.com
September 22, 2025 at 9:27 AM
Our new report with capital market assumptions for the next five years: "The Stale Renaissance".
#FinSky #EconSky #Investing #Investment #Stocks #Bonds
#FinSky #EconSky #Investing #Investment #Stocks #Bonds
Reposted by Laurens Swinkels
Post no one asked for on how to compare bond yields across currencies (more) properly. on.ft.com/48fJTIf
September 15, 2025 at 6:24 AM
Post no one asked for on how to compare bond yields across currencies (more) properly. on.ft.com/48fJTIf
First thought that this was about stocks that Republican voters like, but the term red turns out to be related to something completely different, accounting related: "The Rise of Red Equity"
Link to paper: dx.doi.org/10.2139/ssrn...
#Investing #EconSky #FinSky #Stocks #Equities #Red
Link to paper: dx.doi.org/10.2139/ssrn...
#Investing #EconSky #FinSky #Stocks #Equities #Red
September 10, 2025 at 7:46 PM
First thought that this was about stocks that Republican voters like, but the term red turns out to be related to something completely different, accounting related: "The Rise of Red Equity"
Link to paper: dx.doi.org/10.2139/ssrn...
#Investing #EconSky #FinSky #Stocks #Equities #Red
Link to paper: dx.doi.org/10.2139/ssrn...
#Investing #EconSky #FinSky #Stocks #Equities #Red
Reposted by Laurens Swinkels
Lemme speak with directness and a sense of urgency about our most important economic threats, and what history teaches us about moments like this.
September 7, 2025 at 3:07 PM
Lemme speak with directness and a sense of urgency about our most important economic threats, and what history teaches us about moments like this.
Reposted by Laurens Swinkels
FX hedging sounds mysterious & intimidating/ super simple depending on your knowledge.
Its pretty basic maths informs massive capital allocations.
A no equation explainer: on.ft.com/4p7CwsD
Its pretty basic maths informs massive capital allocations.
A no equation explainer: on.ft.com/4p7CwsD
September 5, 2025 at 6:43 AM
FX hedging sounds mysterious & intimidating/ super simple depending on your knowledge.
Its pretty basic maths informs massive capital allocations.
A no equation explainer: on.ft.com/4p7CwsD
Its pretty basic maths informs massive capital allocations.
A no equation explainer: on.ft.com/4p7CwsD
Reposted by Laurens Swinkels
Opinion: On the assumption that a chaotic, incoherent trade war was baked in the cake, FT Alphaville’s main bet for a financial-economic calamity under Trump 2.0 has long been that he launches a full assault on the Fed. Well, it's here now. on.ft.com/3HRQKgo
August 26, 2025 at 6:20 PM
Opinion: On the assumption that a chaotic, incoherent trade war was baked in the cake, FT Alphaville’s main bet for a financial-economic calamity under Trump 2.0 has long been that he launches a full assault on the Fed. Well, it's here now. on.ft.com/3HRQKgo
"Norway's Northern Lights CCS project starts operations with first CO2 injected"
#Climate #Norway #Carbon #CarbonCapture #Sustainability
#Climate #Norway #Carbon #CarbonCapture #Sustainability
Norway's Northern Lights CCS project starts operations with first CO2 injected
The first volumes of carbon dioxide (CO2) have been injected and stored as part of Norway's Northern Lights carbon capture and storage (CCS) project, marking the start of operations, owners Shell , Equinor and TotalEnergies said on Monday.
www.reuters.com
August 26, 2025 at 7:07 AM
"Norway's Northern Lights CCS project starts operations with first CO2 injected"
#Climate #Norway #Carbon #CarbonCapture #Sustainability
#Climate #Norway #Carbon #CarbonCapture #Sustainability