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Autor(es):
Paye, Bradley ; Roma, Carolina Magda da Silva ; Fernandes, Marcelo
Número total de Autores: 3
Tipo de documento: Artigo Científico
Fonte: QUARTERLY REVIEW OF ECONOMICS AND FINANCE; v. 103, p. 13-pg., 2025-09-01.
Resumo

We construct measures of the time-varying degree of disconnection between uncertainty and volatility for various international equity markets. We show that a strong global component drives the disconnect processes across countries. Building upon prior work focused on the US equity market, we provide an international perspective that confirms and strengthens evidence linking time-variation in the equity premium with uncertainty. Predictability appears to be driven almost exclusively by common (global) variance and uncertainty, consistent with the predictions of benchmark international asset pricing models featuring integrated markets. (AU)

Processo FAPESP: 23/01728-0 - Modelagem e previsão econométrica em modelos de alta dimensão
Beneficiário:Pedro Luiz Valls Pereira
Modalidade de apoio: Auxílio à Pesquisa - Temático