Forbes: Inside the big threat to sustainable investing
A study on the outcomes from coordinated engagement co-authored by Dr Oğuzhan Karakaş and Professor Elroy Dimson from Cambridge Judge Business School featured in Forbes. The study found that “a two-tier engagement strategy, combining lead investors with supporting investors, is…
The Wall Street Journal: What the history of very low interest rates can tell investors
Professor Elroy Dimson, Chairman of the Centre for Endowment Asset Management at Cambridge Judge Business School comments on relationship between real rates and equity returns in the Wall Street Journal article. (subs) Read the full article [wsj.com]…
The Telegraph: How to invest like… John Maynard Keynes
A study on John Maynard Keynes's investments co-authored by Dr David Chambers and Professor Elroy Dimson at Cambridge Judge Business School is featured in The Telegraph. In the study the academics have acknowledged J.M. Keynes's idiosyncratic style. "Stories of share…
The many shapes of Cambridge Judge Business School engagement in challenging times
At Cambridge Judge Business School, we pride ourselves in our commitment to engaging with businesses, policy-makers and civil-society organisations. We believe that knowledge can be a powerful tool to help different players to improve their practices, policies and to develop…
MarketWatch: Opinion: Bulls just won’t believe what interest rates are saying about U.S. stock and bond returns for the next 5 years
Professor Elroy Dimson, Chairman of the Centre for Endowment Asset Management at Cambridge Judge Business School, was talking about low real investment returns in a recent CFA Institute webinar. This is based on historical data of stock and bond returns…
Low returns
The next generation will face real investment returns of only two per cent based on historical data, says Professor Elroy Dimson. The "Generation Z" born between the mid-1990s and early 2010s will likely face a future of very low annualised…
The Economist: What is the link between inflation and equity returns?
A report co-authored by Professor Elroy Dimson, Chairman of the Centre for Endowment Asset Management at Cambridge Judge Business School, is quoted in the article on equity returns. According to the Credit Suisse Global Investment Returns Yearbook “global equities have…
Stock market volatility
Market volatility to COVID-19 crisis second only to 1987 stock market crash over past 120 years. Stock market volatility during the COVID-19 crisis has been second only to the October 1987 stock market crash over the past 120 years, Professor…
Financial Times: Vix ‘fear gauge’ in recovery from Covid-19 shock
An analysis on the course of Cboe’s volatility index, known as the Vix index, co-authored by Professor Elroy Dimson, Chairman of the Centre for Endowment Asset Management, is quoted in the FT article. The analysis shows “how long the Vix…
Forbes: Wider closed-end fund discounts have historically been a good sign, should you bite?
A research co-authored by Professor Elroy Dimson, Chairman of the Centre for Endowment Asset Management at Cambridge Judge, is featured in Forbes article on closed-end funds. The research summarises the findings from some 70 studies of closed-end funds, and present…