Turbulence in the Cross-Section: Predicting Factor Premia

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Referenz

Stöckl, S. (2019). Turbulence in the Cross-Section: Predicting Factor Premia. Presented at the INFINITI Conference on International Finance, Glasgow, Scotland.

Publikationsart

Präsentation auf wissenschaftlicher Konferenz

Abstract

Theories that explain the size of factor premia are rare. We show that parameter uncertainty based on the turbulence within each cross-section of factor portfolios produces a significant out-of-sample forecast for six out of seven tested Fama-French risk factors, yielding the best predictor among a variety of popular predictors in five of these cases. A simple trading strategy corroborates these findings economically. Therefore, one measure predicts all the premia solely based on information contained in its own cross-section.

Mitarbeiter

Einrichtungen

  • Lehrstuhl für Finance
  • Institut für Finance