Hints and tips:
...Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
...“[South Korea et al] probably don’t belong in an emerging market index, particularly on the debt side,” added Mr Huebler, who said EM investors generally think they are targeting “countries that have a risk...
...A second study, Jones et al. (2011), analyzed a treatment for localized prostate cancer (an early stage of prostate cancer with a five-year survival rate on the order of 80 percent)....
...I’d set up and capitalise a European debt management agency to create ESBies (the European safe bonds of Brunnermeier et al). I’d set up a eurozone growth capital fund for fast-growing companies....
...— Recent research by Gorton et . al about the form and role of banks as maturity transformers and creators of “private money” is very relevant to this discussion....
...We suppose the real point is that if Parker et al can construct a reasonably robust metric (mileage may vary, it is de facto limited, and we’re open to being told this is the wrong stuff to measure) than...
...The question is whether that benefit would look so attractive were JPMorgan et al forced to internalise most of the costs of a breakup while remaining in their current form....
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