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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

In general insurance companies, a correct estimation of liabilities plays a key role due to its impact on management and investing decisions. Since the Financial Crisis of 2007-2008 and the strengthening of regulation, the focus is not only…

Risk Management · Quantitative Finance 2022-05-17 Eduardo Ramos-Pérez , Pablo J. Alonso-González , José Javier Núñez-Velázquez

The leverage effect-- the correlation between an asset's return and its volatility-- has played a key role in forecasting and understanding volatility and risk. While it is a long standing consensus that leverage effects exist and improve…

Statistical Finance · Quantitative Finance 2017-12-12 Kenichiro McAlinn , Asahi Ushio , Teruo Nakatsuma

We show that results from the theory of random matrices are potentially of great interest to understand the statistical structure of the empirical correlation matrices appearing in the study of price fluctuations. The central result of the…

Condensed Matter · Physics 2009-10-31 Laurent Laloux , Pierre Cizeau , Jean-Philippe Bouchaud , Marc Potters

The gain-loss asymmetry, observed in the inverse statistics of stock indices is present for logarithmic return levels that are over $2\%$, and it is the result of the non-Pearson type auto-correlations in the index. These non-Pearson type…

Statistical Finance · Quantitative Finance 2016-08-24 Bulcsú Sándor , Ingve Simonsen , Bálint Zsolt Nagy , Zoltán Néda

The economical world consists of a highly interconnected and interdependent network of firms. Here we develop temporal and structural network tools to analyze the state of the economy. Our analysis indicates that a strong clustering can be…

Complex network theory provides a powerful framework to statistically investigate the topology of local and non-local statistical interrelationships, i.e. teleconnections, in the climate system. Climate networks constructed from the same…

Data Analysis, Statistics and Probability · Physics 2009-07-27 Jonathan F. Donges , Yong Zou , Norbert Marwan , Jürgen Kurths

We conduct an empirical study using the quantile-based correlation function to uncover the temporal dependencies in financial time series. The study uses intraday data for the S\&P 500 stocks from the New York Stock Exchange. After…

General Finance · Quantitative Finance 2015-07-20 Thilo A. Schmitt , Rudi Schäfer , Holger Dette , Thomas Guhr

Discrimination between non-stationarity and long-range dependency is a difficult and long-standing issue in modelling financial time series. This paper uses an adaptive spectral technique which jointly models the non-stationarity and…

Statistical Finance · Quantitative Finance 2019-02-12 Nick James , Roman Marchant , Richard Gerlach , Sally Cripps

Evaluation of systemic risk in networks of financial institutions in general requires information of inter-institution financial exposures. In the framework of Debt Rank algorithm, we introduce an approximate method of systemic risk…

Risk Management · Quantitative Finance 2021-04-14 Sebastian M. Krause , Hrvoje Štefančić , Vinko Zlatić , Guido Caldarelli

We consider weighted directed networks for analysing, over the period 2000-2013, the interdependencies between volatilities of a large panel of stocks belonging to the S\&P100 index. In particular, we focus on the so-called {\it Long-Run…

Statistical Finance · Quantitative Finance 2019-01-31 Matteo Barigozzi , Marc Hallin

Financial crises often occur without warning, yet markets leading up to these events display increasing volatility and complex interdependencies across multiple sectors. This study proposes a novel approach to predicting market crises by…

Theoretical Economics · Economics 2025-05-19 Mahdi Kohan Sefidi

Pearson's r, the most widely-used correlation coefficient, is traditionally regarded as exclusively capturing linear dependence, leading to its discouragement in contexts involving nonlinear relationships. However, recent research…

Other Statistics · Statistics 2024-10-15 Xinbo Ai

Understanding the dependencies among financial assets is critical for portfolio optimization. Traditional approaches based on correlation networks often fail to capture the nonlinear and directional relationships that exist in financial…

Portfolio Management · Quantitative Finance 2025-01-15 Riccardo De Blasis , Luca Galati , Filippo Petroni

We consider the effects of the 2008 global financial crisis on the global stock market before, during, and after the crisis. We generate complex networks from a cross-correlation matrix such as the threshold network (TN) and the minimal…

General Finance · Quantitative Finance 2018-06-13 Jae Woo Lee , Ashadun Nobi

Inspired by the recent literature on aggregation theory, we aim at relating the long range correlation of the stocks return volatility to the heterogeneity of the investors' expectations about the level of the future volatility. Based on a…

Statistical Finance · Quantitative Finance 2008-12-02 Jerome Coulon , Yannick Malevergne

We study the effect of assortative and disassortative mixing on the robustness of networks under random node failures. For ordinary (dyadic) networks, by using the generating function technique and stochastic simulations, we show that the…

Physics and Society · Physics 2026-04-16 L. D. Valdez , C. E. La Rocca

Most empirical microstructure research assumes that order flow--return parameters are constant, yet these relationships shift substantially across market regimes. Combining adaptive Kalman filtering, Markov-switching regime identification,…

Computational Finance · Quantitative Finance 2026-02-26 Sungwoo Kang

Sustainable financial markets play an important role in the functioning of human society. Still, the detection and prediction of risk in financial markets remain challenging and draw much attention from the scientific community. Here we…

Physics and Society · Physics 2018-11-27 Jingfang Fan , Keren Cohen , Louis M. Shekhtman , Sibo Liu , Jun Meng , Yoram Louzoun , Shlomo Havlin

Apart from assessing individual asset performance, investors in financial markets also need to consider how a set of firms performs collectively as a portfolio. Whereas traditional Markowitz-based mean-variance portfolios are widespread,…

Portfolio Management · Quantitative Finance 2025-02-05 Kamesh Korangi , Christophe Mues , Cristián Bravo
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