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Dietz and Stern (2015) examine effects of parameter uncertainty, including growth, in DICE model (Nordhaus and Sztorc 2013), but they do not focus on the SCC but on climate beta, i.e., the ability of climate change mitigation to hedge aggregate consumption risk of future generations. We ...
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That being said, we believe exposure to the US dollar is attractive as a hedge. The US dollar is among the only major sources of portfolio protection in the event investors price in a ’no landing’ that involves both stocks and bonds selling off. This scenario would include an increase ...