02.09.2025: Kenza Benhima – Granular expectation shocks and international financial contagion
Presenter: Kenza Benhima Affiliation: University of Lausanne, Department of Economics. Paper: Granular Expectation Shocks and International Financial Contagion. Date: September 2, 2025. Time: 13:00 GMT (15:00 Israel Time) Abstract: Using a unique dataset linking investors’ cross-country GDP growth expectations to their investments into mutual funds and to the mutual funds’ cross-country allocation, we show that, … Read more