london business school
Macroeconomic linkages between monetary policy and the term structure of interest rates. Journal of Financial Economics, Volume 115, Issue 1, Pages 42-57, January 2015.Innovation, growth, and asset prices (with Lukas Schmid). Journal of Finance, Volume 70, Issue 3, Pages 1001-1037, June 2015.Fiscal policies and asset prices (with Max Croce, Thien Nguyen, and Lukas Schmid). Review of Financial Studies 25: 2635-2672, 2012 (lead article).
- How uncertainty affects corporate investment: The asset redeployability channel. (with Hyunseob Kim). Review of Financial Studies, forthcoming.