MAINTAINING CONSISTENT GLOBAL ASSET VIEWS (with a Little help from eucliD)
Global economic and capital market integration has led to a host of new concerns for plan sponsors and money managers.
SEZs Liberalization Avalanches
The purpose of this study is to show under what conditions a special economic zone will succeed at spurring development and at sparking broader liberalization.
Today’s ultra-low interest rates
FT Opinion piece August 19 2020 Today’s ultra-low interest rates are anything but ‘natural’.
The Political Economy of Special Economic Zones
This paper is a first attempt to apply a robust political economy framework to explain when Special Economic Zones...
Adventures on the Planet of the Apes Rates White Paper
Valuation is the first stage in our process of analysis.
Economic Foundations of Capital Market Returns
We have provided a theoretical framework for estimating equilibrium levels of the real risk-free, inflation premiums and risk premiums based on a sound economic foundation.
Appropriate Policy Allocation For Alternative Investments
Pension plan sponsors, endowments and other institutional investors have included non-traditional investments in their portfolios.
The political economy of state-provided targeted benefits
This paper analyzes how, despite good intentions, policymakers often overlook the unseen and unintended negative consequences of targeted-benefit policies.