Sign in

Laurens Swinkels

@lswinkels.bsky.social
2.3K followers 1.9K following 320 posts

Associate Professor of Finance at Erasmus University Rotterdam and Executive Director at Robeco Asset Management. www.laurensswinkels.com #FinSky #EconSky 📍Oslo, Norway 🇳🇴

PostsRepliesMedia
Laurens Swinkels @lswinkels.bsky.social · 25/09/2026
Hedge currency exposure, or not? New research paper in the Journal of Portfolio Management by Luis Viceira and Sally Shen. Link: www.pm-research.com/content/iijp... #EconSky #FinSky #Investing #Dollar #Currencies #Finance
020
Laurens Swinkels @lswinkels.bsky.social · 15/09/2026
My morning walk earlier in Rotterdam. L'homme qui marche by Rodin (1907). #morningwalk #rotterdam
010
Laurens Swinkels @lswinkels.bsky.social · 14/09/2026
Again a very thoughtful analysis of Jesper Rangvid, this time about the rise in global government bond interest rates. #FinSky #EconSky #Investing #Debt #Treasury #Yields #Bonds
blog.rangvid.com
Why are yields rising? – Rangvid’s Blog
020
Laurens Swinkels @lswinkels.bsky.social · 14/09/2026
Relevant new paper for investors: "Disappearing Dollar Convenience?" Link to paper: www.nber.org/papers/w35742 #EconSky #FinSky #Finance #Investing #Dollar #NBER #Academic
010
Laurens Swinkels @lswinkels.bsky.social · 06/09/2026
Great blog by Jesper Rangvid about a conference he organized on Climate Risks and Expected Returns. #Climate #ClimateChange #Investing #Finance #EconSky
blog.rangvid.com
Climate risks and expected returns – Rangvid’s Blog
010
Laurens Swinkels @lswinkels.bsky.social · 31/08/2026
"Fool's Gold? How the USD lost its Shine" www.nber.org/papers/w35669 #Gold #Dollar #Investing #Finance #EconSky #FinSky
032
Laurens Swinkels @lswinkels.bsky.social · 26/08/2026
🎉New publication! Our paper, “Better decarbonization incentives with shorter bond maturity profiles", has been accepted for publication in the Journal of Impact and ESG Investing. 💾 Download the paper here for free: dx.doi.org/10.2139/ssrn... #Investing #FinSky #EconSky #ESG #Climate #Finance
110
Reposted by Laurens Swinkels
Toby Nangle @tobyn.bsky.social · 20/08/2026
🚨 Can we visualise 140yrs of banking crises on an animated world map? Yes! Should we have invested quite so much time doing so? 🤫 www.ft.com/content/bcc9...
A world map showing a snapshot of banking crises and recapitalisations paused at 1931. Green circles signify banking crises, blue circles private sector recapitalisations, red circle government recapitalisations. Lots of circles.
54012
Laurens Swinkels @lswinkels.bsky.social · 17/08/2026
If you are looking for an alternative internet browser that takes data privacy serious, you may want to check out Vivaldi 🇧🇻 at www.vivaldi.com
vivaldi.com
Vivaldi Browser | Powerful, Personal and Private web browser
It’s a web browser. But fun. It comes with a bunch of clever features built-in. It’s super flexible and does not track you. Get the Vivaldi browser for desktop, mobile, and your car!
020
Reposted by Laurens Swinkels
Robin Wigglesworth @robinwigglesworth.ft.com · 18/07/2026
A far from mediocre essay on how Norway’s “good enough” mentality — where the focus is more on lifting the bottom than nurturing winners — can actually produce great outcomes. (Though I do wish Norwegian schools were a bit more academically ambitious…) www.ft.com/content/0fe0...
ft.com
The Norwegian case for mediocracy
What happened when an aspiring American tiger mom came face to face with Norway’s ‘good enough’ model
1274
Reposted by Laurens Swinkels
Aaron Mondry @amondry.bsky.social · 16/07/2026
Latest on RealT: A cofounder recently told investors that the crypto real estate company would enter "voluntary liquidation" of all its properties -- it sold shares for around 700 in Detroit. outliermedia.org/realt-crypto...
outliermedia.org
RealT: Crypto real estate company plans to sell Detroit properties
Crypto real estate company RealT is planning to sell its entire Detroit portfolio amid financial strains and legal threats.
012
Reposted by Laurens Swinkels
Outlier Media @outliermedia.org · 16/07/2026
RealT co-founder Jean-Marc Jacobson says his crypto real estate company plans to sell its entire Detroit property portfolio as mounting financial and legal troubles push it toward insolvency. The latest from @amondry.bsky.social: outliermedia.org/realt-crypto...
095
Laurens Swinkels @lswinkels.bsky.social · 29/06/2026
New relevant working paper just came out! #EconSky #FinSky #Academic #Research #Finance #Economics #NBER Link to paper: www.nber.org/papers/w35389
011
Laurens Swinkels @lswinkels.bsky.social · 28/05/2026
Surprise! Who would have thought that threatening a country would lead them to buy their military equipment somewhere else... #Canada #Europe #Sweden #US
reuters.com
Canada to buy Swedish early warning planes rather than US model
Canada, which says it wants to reduce reliance on U.S. defense firms, on Wednesday announced plans to buy a fleet of early warning planes from Sweden's Saab rather than a competing option from Boeing.
070
Laurens Swinkels @lswinkels.bsky.social · 27/05/2026
"States as Financiers: International Lending in War and Peace" #Finance #Investing #SSRN #War #EconSky #FinSky
110
Reposted by Laurens Swinkels
Downtown Josh Brown @downtownjoshbrown.bsky.social · 26/05/2026
462273576
Laurens Swinkels @lswinkels.bsky.social · 26/05/2026
Impact investing on the front lines
impact-investor.com
Investing on the frontlines: Can impact capital work in fragile and conflict-affected regions? | Impact Investor
Rising conflict and instability across the globe is affecting the lives and livelihoods of an increasing number of people, with voices growing louder for the need to ramp up investment.
010
Reposted by Laurens Swinkels
Aaron Mondry @amondry.bsky.social · 29/04/2026
Big news in city's lawsuit against RealT: The two sides have agreed for a third-party to take over control of the crypto real estate company's extensive Detroit portfolio until at least the end of October. outliermedia.org/realt-detroi...
outliermedia.org
Detroit crypto landlord RealT cedes portfolio control to third party
The City of Detroit reached an agreement with crypto landlord RealT to cede control of its portfolio to a third party.
231
Reposted by Laurens Swinkels
VoxEU @ CEPR @voxeu.org · 04/05/2026
Political pressure on central banks achieves lower rates and a short-run boost to economic growth. However, over time, inflation rises and central bank credibility declines. Marijn Bolhuis, Rui Mano, Hedda Thorell cepr.org/voxeu/column... #EconSky
This figure shows long-term inflation expectations, inflation targets, and de jure central bank independence, by frequency of politically motivated transitions (2000–2024). 

In recent years, several high-profile episodes have renewed concerns about central bank independence in practice. This column constructs a new cross-country dataset of central bank governor transitions to study the macroeconomic effects of politically motivated transitions. It finds that political pressure on central banks achieves lower rates and a short-run boost to economic growth. But over time, inflation rises and central bank credibility declines, especially if the incoming governor follows an unorthodox monetary policy framework. Thus, threats to de facto independence have consequences, particularly when politically motivated governors favour unconventional policies.
043
Reposted by Laurens Swinkels
Toby Nangle @tobyn.bsky.social · 04/05/2026
🚨What happens when a western firm is bought by a Chinese firm? The Chinese firm’s patent filings triple. www.ft.com/content/2b2f...
Chart showing the average number of patents filed by Chinese companies in the years before and after their first Western acquisition. The number trebles post-acquisition.
46018
Laurens Swinkels @lswinkels.bsky.social · 16/04/2026
Interesting presentation about carbon tilts in factor investing by Grønborg of @au.dk at the factor investing conference in @lancasteruni.bsky.social #sustainability #investing #academic #finance #econsky #finsky #carbon #climate
010
Laurens Swinkels @lswinkels.bsky.social · 19/03/2026
Really nice seminar on asset allocation today by the Norwegian Association of Quantitative Finance at the University of Oslo @uio.no #Investing #Finance #Norway
110
Reposted by Laurens Swinkels
Katie Martin @katie0martin.ft.com · 18/03/2026
the Norwegian campaign against enshittification is pretty great tbf vimeo.com/1168468796
vimeo.com
The Ensh*ttificator
Digital products and services keep getting worse. In the new report Breaking Free: Pathways to a fair technological future, the Norwegian Consumer Council has delved…
21826378
Reposted by Laurens Swinkels
Outlier Media @outliermedia.org · 17/03/2026
Is the end near for RealT? Here are the facts: It stopped weekly payouts to investors. It owes millions of dollars in unpaid taxes, bills and tickets. And many of its Detroit properties could be pushed into tax foreclosure. So what happens now? @amondry.bsky.social's latest:
outliermedia.org
RealT: Crypto landlord’s real estate model in Detroit is collapsing
Crypto landlord RealT stopped paying its investors and owes millions of dollars to the City of Detroit.
01310
Laurens Swinkels @lswinkels.bsky.social · 17/03/2026
"Are Government Bonds Safe in Times of War and Pandemic?" Link to paper: dx.doi.org/10.2139/ssrn... #EconSky #Finance #Investing #Academic #Bonds #War
032
Reposted by Laurens Swinkels
Robin Wigglesworth @robinwigglesworth.ft.com · 17/03/2026
The divergence between the performance of China’s economy and its stock market has been a topic for decades. This from @tobyn.bsky.social may finally explain it. www.ft.com/content/b431...
0177
Laurens Swinkels @lswinkels.bsky.social · 11/03/2026
"JPMorgan and Amundi 'evaluating' tokenised ETFs in Europe" #tokenization #finance #etf #innovation #finsky #investing
igniteseurope.com
Login
010
Laurens Swinkels @lswinkels.bsky.social · 10/03/2026
"BlackRock limits withdrawals from private credit fund after redemption surge" #finance #investing #privatecredit
amwatch.com
BlackRock limits withdrawals from private credit fund after redemption surge
Quarterly payouts are now subject to a 5% cap as investors pull back from semi-liquid private credit products.
043
Laurens Swinkels @lswinkels.bsky.social · 25/02/2026
"The illusion of the carbon premium" with Markwat and Hanauer. Link to paper: ssrn.com/abstract=625... Summary video in Engish: app.heygen.com/videos/34747... and Spanish: app.heygen.com/videos/5060f..., other languages here www.laurensswinkels.com #sustainability #carbon #climate #finance
040
Laurens Swinkels @lswinkels.bsky.social · 25/02/2026
Where do billionaires come from? Link to paper: dx.doi.org/10.2139/ssrn... #democracy #wealth #inequality #economics #econsky #finance #finsky
040
Laurens Swinkels @lswinkels.bsky.social · 24/02/2026
Orange 🍊 bonds have arrived to the market #Finance #Bonds #UN #Bangladesh #Investing #Sustainability #ESG
thedailystar.net
UNDP, IIX sign MoU to advance gender-inclusive finance in Bangladesh
Partnership to support development of Orange Bonds for women-led businesses
010
Laurens Swinkels @lswinkels.bsky.social · 20/02/2026
Zambia calls for domestic debt to be part of major indices #investing #africa #zambia #bonds #finance #debt
giftarticle.ft.com
Zambia calls for domestic debt to be part of major indices
Finance minister’s request highlights power of benchmark providers and follows strong demand from foreign investors
010
Laurens Swinkels @lswinkels.bsky.social · 25/01/2026
This morning’s cross country walk on skis in Oslo 🇳🇴
011
Laurens Swinkels @lswinkels.bsky.social · 16/01/2026
"Tokenized Gold" #RWA #RealWorldAssets #Tokenization #Gold #Blockchain #Finance #Investing #EconSky #FinSky Link to paper: papers.ssrn.com/sol3/papers....
020
Reposted by Laurens Swinkels
Carl Quintanilla @carlquintanilla.bsky.social · 12/01/2026
BERNANKE/YELLEN/GREENSPAN JOINT STATEMENT: “.. this is how monetary policy is made in emerging markets ..” (via @apnews.com)
9934271187
Laurens Swinkels @lswinkels.bsky.social · 11/01/2026
Fresh morning walk in Son en Breugel 🇳🇱
010
Laurens Swinkels @lswinkels.bsky.social · 15/12/2025
BlackRock loses second Dutch pension fund over sustainable investing concerns. #Investing #Finance #Sustainability #ESG #Netherlands
giftarticle.ft.com
BlackRock loses second Dutch pension fund over sustainable investing concerns
€5bn in assets withdrawn by metal and tech workers’ group
041
Laurens Swinkels @lswinkels.bsky.social · 12/12/2025
Just came across an interesting data provider on tokenized real world assets such as stocks, bonds, commodities (gold!) and investment funds: app.rwa.xyz #tokenization #bitcoin #data #finance #investing #crypto
app.rwa.xyz
RWA.xyz | Analytics on Tokenized Real-World Assets
RWA.xyz provides analytics on Tokenized Real-World Assets
010
Laurens Swinkels @lswinkels.bsky.social · 03/12/2025
Submit your papers to this conference and see the midnight sun in Finland 🇫🇮 next August #Climate #Academic #Conference #Accounting #Finance #ClimateChange #Finland
sites.uwasa.fi
Vaasa Accounting and Accountability for Climate Change – Accounting and Accountability for Climate Change
000
Laurens Swinkels @lswinkels.bsky.social · 02/12/2025
Crypto is becoming mainstream. #Investing #Finance #Bitcoin #Crypto #FinSky
bloomberg.com
Vanguard Will Now Allow Crypto ETFs on Its Platform
Vanguard Group, the world’s second-largest asset manager, has decided to allow ETFs and mutual funds that primarily hold cryptocurrencies to be traded on its platform, reversing a longstanding positio...
230
Laurens Swinkels @lswinkels.bsky.social · 02/12/2025
Interesting study on Payment-In-Kind Debt. Link to paper: dx.doi.org/10.2139/ssrn... #Investing #Bonds #FinSky #EconSky #Finance
020
Laurens Swinkels @lswinkels.bsky.social · 01/12/2025
Free databases on global capital allocation!! Great stuff for macro finance researchers and students to explore! #EconSky #FinSky #Investing #Macro #Finance #Data
globalcapitalallocation.com
Data — The Global Capital Allocation Project
0101
Laurens Swinkels @lswinkels.bsky.social · 24/11/2025
Great interview with Antti Ilmanen about investing on the Meb Faber Show! #Investing #Finance #FinSky #EconSky
youtu.be
The U.S. Market Is Overpriced — What Could Happen Next Based On History
YouTube video by The Meb Faber Show
020
Laurens Swinkels @lswinkels.bsky.social · 23/11/2025
Harvard Management Company allocating a substantial amount to Bitcoin/crypto #investing #finance #bitcoin #crypto #etf
fortune.com
Harvard now owns nearly half a billion dollars worth of Bitcoin, filings show | Fortune
The Ivy League school invested more than 20% of its U.S.-listed public equity holdings in a crypto ETF.
221
Laurens Swinkels @lswinkels.bsky.social · 21/11/2025
The cryptocurrency elephant in the room... why own exactly zero percent crypto is a puzzle Link to paper: doi.org/10.1093/rof/... #EconSky #FinSky #Bitcoin #Crypto #Investing #Academic
110
Laurens Swinkels @lswinkels.bsky.social · 18/11/2025
“Just a test” 😀🔥 #bitcoin #gold #crypto #currency #czechia #finsky #econsky #finance #banking
reuters.com
000
Reposted by Laurens Swinkels
Robin Wigglesworth @robinwigglesworth.ft.com · 17/11/2025
Banger post on the buzziest (but fuzziest) phenomenon in institutional investing, from @tobyn.bsky.social naturally. on.ft.com/47MeI73
on.ft.com
The hot new investment trend is the ‘Total Portfolio Approach’. Does it work?
Exploring the buzzy but fuzzy new phenomenon in asset allocation
2369
Laurens Swinkels @lswinkels.bsky.social · 11/11/2025
A new working paper on "The Viability of Bitcoin as a Central Bank Reserve Asset" concludes that Bitcoin lacks stability and liquidity, but could still play a role in central bank management. Link to paper: dx.doi.org/10.2139/ssrn... #EconSky #FinSky #Finance #Bitcoin #Academic
021
Reposted by Laurens Swinkels
David Henig @davidheniguk.bsky.social · 10/11/2025
Headline from a serious and long working paper on the economic impact of Brexit. Possible that this has been feeding into OBR and HMT discussions?
17344185
Laurens Swinkels @lswinkels.bsky.social · 06/11/2025
My paper just published *open access* in the Journal of International Money and Finance "The risk and reward of investing" doi.org/10.1016/j.ji... Short video clip about the content on www.laurensswinkels.com, where you can also find the data. #EconSky #FinSky #Academic #Investing #Finance
121