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Learning, Ambiguity and Life-cycle Portfolio Allocation

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Author Info
Claudio Campanale () (University of Alicante and CeRP-Collegio Carlo Alberto, Turin)
Abstract

In the present paper I develop a life-cycle portfolio choice model where agents perceive stock returns to be ambiguous and are ambiguity averse. As in Epstein and Schneider (2005) part of the ambiguity vanishes over time as a consequence of learning over observed returns. The model shows that ambiguity alone can rationalize moderate stock market participation rates and conditional shares with reasonable participation costs but has strongly counterfactual implications for conditional allocations to stocks by age and wealth. When learning is allowed, conditional shares over the life-cycle are instead aligned with the empirical evidence and patterns of stock holdings over the wealth distribution get closer to the data.

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File URL: http://cerp.unito.it/index.php/it/pubblicazioni/working-papers/186-learning-ambiguity-and-life-cycle-portfolio-allocation
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Publisher Info
Paper provided by Center for Research on Pensions and Welfare Policies, Turin (Italy) in its series CeRP Working Papers with number 80.

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Length: 60 pages
Date of creation: Dec 2008
Date of revision:
Handle: RePEc:crp:wpaper:80

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Related research
Keywords: portfolio choice; life-cycle; ambiguity; learning;

Find related papers by JEL classification:
G11 - Financial Economics - - General Financial Markets - - - Portfolio Choice; Investment Decisions
D91 - Microeconomics - - Intertemporal Choice and Growth - - - Intertemporal Consumer Choice; Life Cycle Models and Saving
H55 - Public Economics - - National Government Expenditures and Related Policies - - - Social Security and Public Pensions

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This page was last updated on 2009-10-20.


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