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LTI@UniTO and
Fondazione
Collegio Carlo
Alberto are
pleased to
invite you to
the following
seminars:
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May 24, 2022 | 12:00-13:15
Predicting
Corporate Bond
Returns:
Merton Meets
Machine
Learning
Amit Goyal (University of Lausanne)
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Abstract. We investigate the
return
predictability
of corporate
bonds using
big data and
machine
learning. We
find that
machine
learning
models
substantially
improve the
out-of-sample
performance of
stock and bond
characteristics in predicting future bond returns. We also find a
significant
improvement in
the
performance of
machine
learning
models when
imposing a
theoretically
motivated
economic
structure from
the Merton
model,
compared to
the
reduced-form
approach
without
restrictions.
Overall, our
work
highlights the
importance of
explicitly
imposing the
dependence
between
expected bond
and stock
returns via
machine
learning and
Merton model
when
investigating
expected bond
returns.
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May 25, 2022 | 12:00 - 13:15
JAQ of All Trades:
Job Mismatch,
Firm
Productivity
and Managerial
Quality
Marco
Pagano
(University of
Naples
Federico II)
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Abstract. Does the matching
between
workers and
jobs help
explain
productivity
differentials
across firms?
To address
this question
we develop a
job-worker
allocation
quality
measure JAQ by
combining
employer-employee
administrative
data with
machine
learning
techniques.
The proposed
measure is
positively and
significantly
associated
with labor
earnings over
workers’
careers. At
firm level, it
features a
robust
positive
correlation
with firm
productivity,
and with
managerial
turnover
leading to an
improvement in
the quality
and experience
of management.
JAQ can be
constructed
for any
employer-employee
data including
workers’
occupations,
and used to
explore the
effect of
corporate
restructuring
on workers’
allocation and
careers.
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INFORMATION
UNDER THE NEW GENERAL
DATA PROTECTION
REGULATION (GDPR)
Your personal
information has been
gathered for the exclusive
purpose of informing you
about the Collegio's
initiatives, considering
our and your legitimate
interest or your consent.
If you wish to have your
personal data modified
please contact Fondazione
Collegio Carlo Alberto,
piazza Arbarello 8, 1022
Torino, Italy -
phone:+39011 15630 800 -
privacy@carloalberto.org
To find out about the
policies regarding the
processing of personal
data pursuant to articles
13-14 of EU Regulation
2016/679, consult the
information at the
following link https://www.carloalberto.org/privacy/
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© 2021 Fondazione
Collegio Carlo Alberto
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