A Hidden Markov Model of Default Interaction

نویسندگان

  • Martin Crowder
  • Mark Davis
  • Giacomo Giampieri
چکیده

The occurrence of defaults within a bond portfolio is modeled as a simple hidden Markov process. The hidden variable represents the risk state, which is assumed to be common to all bonds within one particular sector and region. After describing the model and recalling the basic properties of hidden Markov chains, we show how to apply the model to a simulated sequence of default events. Finally, we consider a real scenario, with default events taken from a large database provided by Standard & Poor’s. We are able to obtain estimates for the model parameters, and also to reconstruct the most likely sequence of the risk state.

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تاریخ انتشار 2003