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Comovement After Joining an Index: Spillovers of Nonfundamental Effects

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Author Info
Brent W. Ambrose
Dong Wook Lee
Joe Peek

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Abstract

This study considers the case of two overlapping categories in the context of recent category models. Specifically, we examine whether investor sentiment and market frictions specific to one category can affect the returns on assets belonging to the other category. With recent additions of several real estate investment trusts (REITs) into general stock market indices as a natural experiment, we find support for spillovers of such nonfundamental effects, as evidenced by the increased return correlation between REITs that remain outside the index and the index stocks. Further analysis reveals that market frictions play a greater role than investor sentiment. Copyright 2007 American Real Estate and Urban Economics Association

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Publisher Info
Article provided by American Real Estate and Urban Economics Association in its journal Real Estate Economics.

Volume (Year): 35 (2007)
Issue (Month): 1 (03)
Pages: 57-90
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Handle: RePEc:bla:reesec:v:35:y:2007:i:1:p:57-90

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Web page: http://www.blackwellpublishing.com/journal.asp?ref=1080-8620

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This page was last updated on 2009-11-22.


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