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Hedging Long-Term Forwards with Short-Term Futures: A Two-Regime Approach

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Author Info
Wolfgang Bühler ()
Olaf Korn ()
Rainer Schöbel ()
Abstract

In this paper we investigate Metallgesellschaft’s problem of hedging long-term forwards with short-term futures. Very different hedging strategies have been proposed in the literature. We attribute these differences to the underlying valuation approaches for oil futures and empirically compare five model-based hedging strategies. In particular, we consider a strategy which results from a two-regime pricing model. This continuous-time equilibrium model reflects the observation that prices of oil futures exhibit a very different behavior for low and high oil prices. Our empirical study shows that time diversification is the dominant effect for an effective hedging of long-term oil forwards with short-term futures. Copyright Kluwer Academic Publishers 2005

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File URL: http://hdl.handle.net/10.1007/s11147-004-4809-1
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Publisher Info
Article provided by Springer in its journal Review of Derivatives Research.

Volume (Year): 7 (2005)
Issue (Month): 3 (October)
Pages: 185-212
Download reference. The following formats are available: HTML (with abstract), plain text (with abstract), BibTeX, RIS (EndNote, RefMan, ProCite), ReDIF
Handle: RePEc:kap:revdev:v:7:y:2005:i:3:p:185-212

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Web page: http://www.springerlink.com/link.asp?id=102989

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Related research
Keywords: long-term forwards; hedging; Metallgesellschaft case; two-regime pricing.;

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