Can VAR Models Capture Regime Shifts in Asset Returns? A Long-Horizon Strategic Asset Allocation Perspective

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CFA Digest
August 2012 | Vol. 42 | No. 3
Source: CFA Institute
Massimo Guidolin Stuart Hyde
Butt Man-Kit, CFA (Reviewer)

Abstract

The simple vector autoregressive (VAR) model is often believed to produce optimal strategic portfolio allocations that hedge against the dynamics of financial markets. The authors examine empirical U.S. and U.K. data from 1953 to 2009 and find that most VAR models cannot produce portfolio rules or hedging demands that equate to those obtained from equally simple, nonlinear econometric frameworks, such as Markov switching.

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Topics
Economics
    :
  • Relationship of Economic Activity to the Investment Process
|
Quantitative Methods
    :
  • Time-Series Analysis
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