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Background: For complex financial systems, the negative and positive return-volatility correlations, i.e., the so-called leverage and anti-leverage effects, are particularly important for the understanding of the price dynamics. However,…

Statistical Finance · Quantitative Finance 2014-07-22 Jun-jie Chen , Bo Zheng , Lei Tan

We present a new volatility model, simple to implement, that includes a leverage effect whose return-volatility correlation function fits to empirical observations. This model is able to capture both the "retarded effect" induced by the…

Statistical Finance · Quantitative Finance 2020-01-03 Sebastien Valeyre , Denis Grebenkov , Sofiane Aboura , Qian Liu

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

A common belief is that leveraged ETFs (LETFs) suffer long-term performance decay due to \emph{volatility drag}. We show that this view is incomplete: LETF performance depends fundamentally on return autocorrelation and return dynamics. In…

Statistical Finance · Quantitative Finance 2025-04-30 Chung-Han Hsieh , Jow-Ran Chang , Hui Hsiang Chen

The effect of leverage on liquidity is a tool for analysing the level of liquidity for a given production process. It measures the sensitivity of the level of liquidity that results from changes in the volume of production and unit…

General Finance · Quantitative Finance 2010-04-08 Jean-Claude Juhel

The stochastic leverage effect, defined as the standardized covariation between the returns and their related volatility, is analyzed in a stochastic volatility model set-up. A novel estimator of the effect is defined using a pre-estimation…

Statistical Finance · Quantitative Finance 2021-03-09 Imma Valentina Curato , Simona Sanfelici

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

This paper empirically analyzes a dataset published by the European Banking Authority. Our main aim was to study how the Leverage Ratio is affected by adverse financial scenarios. This was be followed by observing how Leverage Ratio…

Risk Management · Quantitative Finance 2022-06-27 Jatin Dhingra , Kartikeya Singh , Siddhartha P. Chakrabarty

We study, both analytically and numerically, the interaction effects on the skewness of the size distribution of elements in a growth model. We incorporate two types of global interaction into the growth model, and develop analytic…

Statistical Mechanics · Physics 2018-03-14 Jungzae Choi , M. Y. Choi , Byung-Gook Yoon

We present a stochastic volatility market model where volatility is correlated with return and is represented by an Ornstein-Uhlenbeck process. With this model we exactly measure the leverage effect and other stylized facts, such as mean…

Condensed Matter · Physics 2007-05-23 Josep Perello , Jaume Masoliver

We present a simple agent-based model of a financial system composed of leveraged investors such as banks that invest in stocks and manage their risk using a Value-at-Risk constraint, based on historical observations of asset prices. The…

Economics · Quantitative Finance 2014-08-19 Christoph Aymanns , J. Doyne Farmer

In this paper, we explore some stylized facts of the Bitcoin market using the BTC-USD exchange rate time series of historical intraday data from 2013 to 2020. Bitcoin presents some very peculiar idiosyncrasies, like the absence of…

Statistical Finance · Quantitative Finance 2024-09-04 F. N. M. de Sousa Filho , J. N. Silva , M. A. Bertella , E. Brigatti

We study the estimation of leverage effect and volatility of volatility by using high-frequency data with the presence of jumps. We first construct spot volatility estimator by using the empirical characteristic function of the…

Methodology · Statistics 2026-03-03 Qiang Liu , Zhi Liu , Wang Zhou

We build a simple model of leveraged asset purchases with margin calls. Investment funds use what is perhaps the most basic financial strategy, called "value investing", i.e. systematically attempting to buy underpriced assets. When funds…

Statistical Finance · Quantitative Finance 2010-01-11 Stefan Thurner , J. Doyne Farmer , John Geanakoplos

Different models of capital exchange among economic agents have been proposed recently trying to explain the emergence of Pareto's wealth power law distribution. One important factor to be considered is the existence of risk aversion. In…

Statistical Mechanics · Physics 2009-11-10 J. R. Iglesias , S. Goncalves , G. Abramson , J. L. Vega

We propose a model with heterogeneous interacting traders which can explain some of the stylized facts of stock market returns. In the model synchronization effects, which generate large fluctuations in returns, can arise either from an…

adap-org · Physics 2007-05-23 Giulia Iori

Using a semi-structural approach, the paper identifies how heterogeneity and financial frictions affect the transmission of aggregate shocks. Approximating a heterogeneous agent model around the representative agent allocation can…

General Economics · Economics 2020-07-29 Andreas Tryphonides

This paper investigates the so-called leakage effect of trading strategies generated functionally from rank-dependent portfolio generating functions. This effect measures the loss in wealth of trading strategies due to renewing the…

Portfolio Management · Quantitative Finance 2019-12-10 Kangjianan Xie

This study investigates the emergence of power-law and other concentrated distributions through a feedback loop model in crowd interactions. Agents act by their response functions to observations and external forces, while observations…

General Economics · Economics 2024-12-18 Jake J. Xia

There are some statistical anomalies in the Chinese stock market, i.e., positive return skewness, anti-leverage effect (positive returns induce higher volatility than negative returns); and reverse volatility asymmetry (contemporaneous…

General Finance · Quantitative Finance 2015-11-06 Liang Wu , Jingyi Luo , Yingkai Tang , Gregory Bardes