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Cointegration and Asset Allocation: A New Fund Strategy

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Author Info
Carol Alexander () (ICMA Centre, University of Reading)
Ian Giblin (Pennoyer Capital Management - New York)
Wayne Weddington III (Pennoyer Capital Management - New York)

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Abstract

Many recent papers have documented the existence of periodicities in returns, return volatility, bid-ask spreads and trading volume, in both equity and foreign exchange markets. In this paper, we propose and employ a new test for detecting subtle periodicities in financial markets based on a signal coherence function. The technique is applied to a set of seven half-hourly exchange rate series. Overall, we find the signal coherence to be maximal at the 8 hour and 12 hour frequencies. Retaining only the most coherent frequencies for each series, we implement a trading rule based on these observed periodicities. Our results demonstrate in all cases except one that, in gross terms, the rules are able to generate returns considerably greater than those of a buy-and-hold strategy. We conjecture that this methodology could constitute an important tool for market microstructure researchers, which will enable them to better detect, quantify and rank the various periodic components in financial data.

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File URL: http://www.icmacentre.ac.uk/pdf/discussion/DP2001-03.pdf
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Publisher Info
Paper provided by Henley Business School, Reading University in its series ICMA Centre Discussion Papers in Finance with number icma-dp2001-03.

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Length: 26 pages
Date of creation: 2001
Date of revision:
Handle: RePEc:rdg:icmadp:icma-dp2001-03

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Related research
Keywords: Hedge Fund; Cointegration; Equity; Market Neutral;

Find related papers by JEL classification:
C32 - Mathematical and Quantitative Methods - - Multiple or Simultaneous Equation Models; Multiple Variables - - - Time-Series Models; Dynamic Quantile Regressions
G11 - Financial Economics - - General Financial Markets - - - Portfolio Choice; Investment Decisions
G15 - Financial Economics - - General Financial Markets - - - International Financial Markets

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