Factor-Based Investing in Market Cycles: Fama–French Five-Factor Model of Market Interest Rate and Market Sentiment

نویسندگان

چکیده

This study explores risk–reward patterns in the US stock market and establishes optimal factor-based investing using Fama–French five-factor model through cycles constructed by Shiller’s interest rates Baker–Wurgler’s sentiments. Our emerging evidence confirms that high-interest rate, high-sentiment cycle generates higher excess returns, low-interest low-sentiment lower which supports hypothesis as investment horizons have an asymmetric effect on returns. Furthermore, size factor outperforms cycle, whilst value cycle. Using GARCH model, leverage of sentiments returns is empirically demonstrated with explanatory power characteristics. Unlike previous studies, our findings also imply high- asymmetrically affect factor, premium does not disappear over time, highlighting role

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ژورنال

عنوان ژورنال: Journal of risk and financial management

سال: 2022

ISSN: ['1911-8074', '1911-8066']

DOI: https://doi.org/10.3390/jrfm15100460