Publication Type

Journal Article

Version

acceptedVersion

Publication Date

8-2017

Abstract

This paper studies whether the commonly analyzed equity return predictors also predict corporate bond returns. Bond markets do price risk, but are also susceptible to delayed information transmission relative to equities. Firm size and profitability are negatively priced while idiosyncratic volatility is positively priced, suggesting that large firms, more profitable firms and relatively less volatile firms are more attractive to bond investors, thus requiring lower returns. Consistent with a relatively sophisticated institutional clientele, bonds are efficiently priced in that none of the behaviorally-motivated variables provide profitable trading strategies after accounting for transactions costs, though some risk-based variables continue to do so.

Discipline

Business | Corporate Finance | Portfolio and Security Analysis

Research Areas

Finance

Publication

Journal of Financial and Quantitative Analysis

Volume

52

Issue

4

First Page

1301

Last Page

1342

ISSN

0022-1090

Identifier

10.1017/S0022109017000515

Publisher

Cambridge University Press (CUP): HSS Journals

Additional URL

https://doi.org/10.1017/S0022109017000515

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