The Lucas Orchard
Abstract
This paper investigates the behavior of asset prices in an endowment economy in which a representative agent with power utility consumes the dividends of multiple assets. The assets are Lucas trees; a collection of Lucas trees is a Lucas orchard. The model generates return correlations that vary endogenously, spiking at times of disaster. Since disasters spread across assets, the model generates large risk premia even for assets with stable fundamentals. Very small assets may comove endogenously and hence earn positive risk premia even if their fundamentals are independent of the rest of the economy. I provide conditions under which the variation in a small asset’s price-dividend ratio can be attributed almost entirely to variation in its risk premium.Download Info
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Bibliographic Info
Paper provided by National Bureau of Economic Research, Inc in its series NBER Working Papers with number 17563.Length:
Date of creation: Nov 2011
Date of revision:
Handle: RePEc:nbr:nberwo:17563
Note: AP EFG IFM
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Related research
Keywords:Find related papers by JEL classification:
- G12 - Financial Economics - - General Financial Markets - - - Asset Pricing
This paper has been announced in the following NEP Reports:
- NEP-ALL-2011-11-14 (All new papers)
- NEP-CBA-2011-11-14 (Central Banking)
- NEP-DGE-2011-11-14 (Dynamic General Equilibrium)
- NEP-UPT-2011-11-14 (Utility Models & Prospect Theory)
References
References listed on IDEASPlease report citation or reference errors to , or , if you are the registered author of the cited work, log in to your RePEc Author Service profile, click on "citations" and make appropriate adjustments.:
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Citations
Blog mentions
As found by EconAcademics.org, the blog aggregator for Economics research:- The Lucas Orchard
by Christian Zimmermann in NEP-DGE blog on 2011-11-26 19:27:28
Cited by:
- Georgy Chabakauri, 2012. "Asset Pricing with Heterogeneous Investors and Portfolio Constraints," FMG Discussion Papers dp707, Financial Markets Group.
- Pavlova, Anna & Rigobon, Roberto, 2011.
"International Macro-Finance,"
CEPR Discussion Papers
8218, C.E.P.R. Discussion Papers.
- Anna Pavlova & Roberto Rigobon, 2010. "International Macro-Finance," NBER Working Papers 16630, National Bureau of Economic Research, Inc.
- Coeurdacier, Nicolas & Guibaud, Stéphane, 2011.
"International portfolio diversification is better than you think,"
Journal of International Money and Finance,
Elsevier, vol. 30(2), pages 289-308, March.
- Coeurdacier, Nicolas & Guibaud, Stéphane, 2006. "International Portfolio Diversification Is Better Than You Think," ESSEC Working Papers DR 06013, ESSEC Research Center, ESSEC Business School.
- Ian Martin, 2011. "The Forward Premium Puzzle in a Two-Country World," NBER Working Papers 17564, National Bureau of Economic Research, Inc.
- Tarek Alexander Hassan, 2012.
"Country Size, Currency Unions, and International Asset Returns,"
NBER Working Papers
18057, National Bureau of Economic Research, Inc.
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- Lundtofte, Frederik & Wilhelmsson, Anders, 2011. "Idiosyncratic Risk and Higher-Order Cumulants," Working Papers 2011:33, Lund University, Department of Economics.
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"Variable Rare Disasters: An Exactly Solved Framework for Ten Puzzles in Macro-Finance,"
NBER Working Papers
13724, National Bureau of Economic Research, Inc.
- Xavier Gabaix, 2012. "Variable Rare Disasters: An Exactly Solved Framework for Ten Puzzles in Macro-Finance," The Quarterly Journal of Economics, Oxford University Press, vol. 127(2), pages 645-700.
- Yu Chen & Thomas Cosimano & Alex Himonas, 2010. "Continuous time one-dimensional asset-pricing models with analytic price–dividend functions," Economic Theory, Springer, vol. 42(3), pages 461-503, March.
- Jordi Mondria, 2006.
"Financial Contagion and Attention Allocation,"
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