For those interested in more in-depth reading, here's a list of the best academic article I've read on the topic of risk premia, published between the months of April and May:
Martin Tarlie (GMO)
May...
Gasoline is nearing an average $5 per gallon across the U.S., but while consumers are feeling the pain, prices are not yet at a level that would tip the economy into a recession,...
If you want insights to drive your disruptive strategy, take a risk and start by disrupting your thinking.
Coffee in hands. The whiteboard fluttered with sticky notes. Consumers, we were told, loved the product. Our...
The Canadian Dollar is backed by one of the most aggressive central bank rate forecasts amongst the majors while growth forecasts are holding up pretty well. Despite that, the currency has generally performed...
