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The Sharpe Ratio And Preferences: A Parametric Approach

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Author Info
Lettau, Martin
Uhlig, Harald

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Abstract

We use a log-normal framework to examine the effect of preferences on the market price for risk, that is, the Sharpe ratio. In our framework, the Sharpe ratio can be calculated directly from the elasticity of the stochastic discount factor with respect to consumption innovations as well as the volatility of consumption innovations. This can be understood as an analytical shortcut to the calculation of the Hansen Jagannathan volatility bounds, and therefore provides a convenient tool for theorists searching for models capable of explaining asset-pricing facts. To illustrate the usefulness of our approach, we examine several popular preference specifications, such as CRRA, various types of habit formation, and the recursive preferences of Epstein Zin Weil. Furthermore, we show how the models with idiosyncratic consumption shocks can be studied.

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File URL: http://journals.cambridge.org/abstract_S1365100502031036
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Publisher Info
Article provided by Cambridge University Press in its journal Macroeconomic Dynamics.

Volume (Year): 6 (2002)
Issue (Month): 02 (April)
Pages: 242-265
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Handle: RePEc:cup:macdyn:v:6:y:2002:i:02:p:242-265_03

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  1. Stefano G. Athanasoulis & Oren Sussman, 2004. "Habit Formation and the Equity-Premium Puzzle: a Skeptical View," OFRC Working Papers Series 2004fe12, Oxford Financial Research Centre. [Downloadable!]
  2. Santiago Budría & Antonia Díaz, 2006. "Term and Equity Premium in Economies with Habit Formation," Working Papers 2006-23, FEDEA. [Downloadable!]
  3. Stefano Athanasoulis & Oren Sussman, 2007. "Habit formation and the equity–premium puzzle: a skeptical view," Annals of Finance, Springer, vol. 3(2), pages 193-212, March. [Downloadable!] (restricted)
  4. Harald Uhlig, 2007. "Explaining Asset Prices with External Habits and Wage Rigidities in a DSGE Model," SFB 649 Discussion Papers SFB649DP2007-003a, Sonderforschungsbereich 649, Humboldt University, Berlin, Germany. [Downloadable!]
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  5. Kevin Elie Beaubrun-Diant & Julien Matheron, 2006. "Rentabilité d'actifs et fluctuations économiques : une perspective d'équilibre général dynamique et stochastique," EconomiX Working Papers 2006-16, University of Paris West - Nanterre la Défense, EconomiX. [Downloadable!]
  6. Santiago Budria & Antonia Diaz, 2006. "Term Premium And Equity Premium In Economies With Habit Formation," Economics Working Papers we065522, Universidad Carlos III, Departamento de Economía. [Downloadable!]
  7. Santiago Budría, 2008. "An Exploration of Asset Returns in a Production Economy with Relative Habits," Atlantic Economic Journal, International Atlantic Economic Society, vol. 36(3), pages 261-274, September. [Downloadable!] (restricted)
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