Research Article110.1016/j.jfineco.2026.104274Dual peer effects and cross-stock predictabilityJun 01, 2026Journal of Financial EconomicsDoron Avramov + 3 more +3CiteListenSave
Research Article10.1016/j.jfineco.2026.104280Face-to-face social interactions and local informational advantageJun 01, 2026Journal of Financial EconomicsRobin Y LeeThis paper examines the causal role of face-to-face (F2F) interactions in generating local informational advantages for mutual fund managers. Using COVID-19 lockdowns as an exogenous shock, I show that fund managers’ performance on local stocks declined relative to distant stocks when in-person meetings were curtailed, driven by impaired investment timing rather than changes in firm fundamentals. I investigate two distinct benefits of F2F interactions arising from interpersonal cues: trust-building, which enhances the transmission of soft information, and impression management, which facilitates the transmission of favorable information. The results cannot be fully explained by changes in internal information flows or the use of public information, and are more pronounced for stocks in less transparent information environments and in regions with stronger social traits.Read moreCiteListenSave
Research Article10.1016/j.jfineco.2026.104265Intervening against the FedMay 01, 2026Journal of Financial EconomicsAlexander Rodnyansky + 2 more +2CiteListenSave
Research Article10.1016/j.jfineco.2025.104225Hidden alphaApr 01, 2026Journal of Financial EconomicsManuel Ammann + 3 more +3CiteListenSave
Research Article310.1016/j.jfineco.2025.104224Government bond risk and return in the US and ChinaFeb 01, 2026Journal of Financial EconomicsJennifer N Carpenter + 2 more +2CiteListenSave
Research Article210.1016/j.jfineco.2025.104131Climbing and falling off the ladder: Asset pricing implications of labor market event riskOct 01, 2025Journal of Financial EconomicsLawrence D.w SchmidtCiteListenSave
Research Article310.1016/j.jfineco.2025.104138Machine learning from a “Universe” of signals: The role of feature engineeringOct 01, 2025Journal of Financial EconomicsBin Li + 3 more +3CiteListenSave
Research Article110.1016/j.jfineco.2025.104144The retail habitatOct 01, 2025Journal of Financial EconomicsToomas Laarits + 1 more +1CiteListenSave
Research Article1410.1016/j.jfineco.2025.104137Loan guarantees, bank lending and credit risk reallocationOct 01, 2025Journal of Financial EconomicsCarlo Altavilla + 4 more +4CiteListenSave
Research Article210.1016/j.jfineco.2025.104134The marginal value of public pension wealth: Evidence from border house pricesOct 01, 2025Journal of Financial EconomicsDarren Aiello + 4 more +4CiteListenSave