Research

Main research areas and themes.

Asset Pricing and SDF Methods

Research on stochastic discount factors, factor risk premia, international asset pricing, exchange rates, and testable restrictions of asset-pricing models.

Portfolio Choice and Risk Premia

Dynamic portfolio choice, transaction costs, volatility and jump risk premia, correlation risk, and long-run asset allocation.

Options, Recovery, and Risk-Neutral Information

Option-implied information, model-free recovery, variance risk premia, smile pricing, and the limits of inference from option prices.

Robustness and Ambiguity

Robust statistical methods, ambiguity aversion, robust GMM, robust resampling, and equilibrium implications of ambiguous information.

Financial Econometrics

High-dimensional asset pricing, time series econometrics, structural breaks, volatility modelling, and inference with imperfect observations.

Machine Learning in Finance

Machine learning approaches to high-dimensional asset pricing, dynamic portfolio choice with transaction costs, and frictional asset-pricing models.