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Excessive leverage, i.e. the abuse of debt financing, is considered one of the primary factors in the default of financial institutions. Systemic risk results from correlations between individual default probabilities that cannot be…

Risk Management · Quantitative Finance 2013-03-25 Paolo Tasca , Pavlin Mavrodiev , Frank Schweitzer

Financial markets for Liquified Natural Gas (LNG) are an important and rapidly-growing segment of commodities markets. Like other commodities markets, there is an inherent spatial structure to LNG markets, with different price dynamics for…

Risk Management · Quantitative Finance 2019-07-25 Michael Weylandt , Yu Han , Katherine B. Ensor

Oil is perceived as a good diversification tool for stock markets. To fully understand this potential, we propose a new empirical methodology that combines generalized autoregressive score copula functions with high frequency data and…

Statistical Finance · Quantitative Finance 2015-02-11 Krenar Avdulaj , Jozef Barunik

Portfolio diversification is a cornerstone of modern finance, while risk aversion is central to decision theory; both concepts are long-standing and foundational. We investigate their connections by studying how different forms of…

Theoretical Economics · Economics 2026-03-26 Xiangxin He , Fangda Liu , Ruodu Wang

We introduce new mathematical methods to study the optimal portfolio size of investment portfolios over time, considering investors with varying skill levels. First, we explore the benefit of portfolio diversification on an annual basis for…

Portfolio Management · Quantitative Finance 2024-02-26 Nick James , Max Menzies

Risk control and optimal diversification constitute a major focus in the finance and insurance industries as well as, more or less consciously, in our everyday life. We present a discussion of the characterization of risks and of the…

Statistical Mechanics · Physics 2015-06-25 Didier Sornette

It is widely claimed in investment education and practice that extending the investment horizon reduces risk, and that diversifying investment timing, for example through dollar-cost averaging (DCA), further mitigates investment risk.…

Portfolio Management · Quantitative Finance 2026-01-13 Zeusu Sato

We propose a definition of diversification as a binary relationship between financial portfolios. According to it, a convex linear combination of several risk positions with some weights is considered to be less risky than the probabilistic…

Risk Management · Quantitative Finance 2022-04-05 Maria Logvaneva , Mikhail Tselishchev

We analyze the stability of financial investment networks, where financial institutions hold overlapping portfolios of assets. We consider the effect of portfolio diversification and heterogeneous investments using a random matrix dynamical…

Risk Management · Quantitative Finance 2025-02-03 Preben Forer , Barak Budnick , Pierpaolo Vivo , Sabrina Aufiero , Silvia Bartolucci , Fabio Caccioli

Prior to the financial crisis mortgage securitization models increased in sophistication as did products built to insure against losses. Layers of complexity formed upon a foundation that could not support it and as the foundation crumbled…

General Finance · Quantitative Finance 2017-09-14 Christopher J. Rook

Asymmetries in volatility spillovers are highly relevant to risk valuation and portfolio diversification strategies in financial markets. Yet, the large literature studying information transmission mechanisms ignores the fact that bad and…

General Finance · Quantitative Finance 2014-07-29 Jozef Barunik , Evzen Kocenda , Lukas Vacha

Diversified economies are critical for cities to sustain their growth and development, but they are also costly because diversification often requires expanding a city's capability base. We analyze how cities manage this trade-off by…

Physics and Society · Physics 2025-01-20 Simone Daniotti , Matte Hartog , Frank Neffke

We consider the problem of risk diversification in complex networks. Nodes represent e.g. financial actors, whereas weighted links represent e.g. financial obligations (credits/debts). Each node has a risk to fail because of losses…

Physics and Society · Physics 2016-04-27 Rebekka Burkholz , Antonios Garas , Frank Schweitzer

This paper employs the survey data of CHFS (2013) to investigate the impact of housing investment on household stock market participation and portfolio choice. The results show that larger housing investment encourages the household…

General Economics · Economics 2020-01-07 Huirong Liu

This paper focuses on the developing of high-dimensional risk models to construct portfolios of securities in the US stock exchange. Investors seek to gain the highest profits and lowest risk in capital markets. We have developed various…

Portfolio Management · Quantitative Finance 2024-07-23 Maysam Khodayari Gharanchaei , Prabhu Prasad Panda , Xilin Chen

We represent the functioning of the housing market and study the relation between income segregation, income inequality and house prices by introducing a spatial Agent-Based Model (ABM). Differently from traditional models in urban…

Economics · Quantitative Finance 2018-10-23 Marco Pangallo , Jean Pierre Nadal , Annick Vignes

We investigate whether fractal markets hypothesis and its focus on liquidity and invest- ment horizons give reasonable predictions about dynamics of the financial markets during the turbulences such as the Global Financial Crisis of late…

Statistical Finance · Quantitative Finance 2012-07-13 Ladislav Kristoufek

We develop a deep learning model of multi-period mortgage risk and use it to analyze an unprecedented dataset of origination and monthly performance records for over 120 million mortgages originated across the US between 1995 and 2014. Our…

Statistical Finance · Quantitative Finance 2018-03-13 Justin Sirignano , Apaar Sadhwani , Kay Giesecke

As baby boomers have begun to downsize and retire, their preferences now overlap with millennials' predilection for urban amenities and smaller living spaces. This confluence in tastes between the two largest age segments of the U.S.…

General Economics · Economics 2021-08-31 Marijn A. Bolhuis , Judd N. L. Cramer

Understanding the relationship between urban form and structure and spatial variation of property flood risk has been a longstanding challenge in urban planning and city flood risk management. Yet limited data-driven insights exist…

Physics and Society · Physics 2023-06-23 Junwei Ma , Ali Mostafavi