Publication Type

Journal Article

Version

submittedVersion

Publication Date

12-2020

Abstract

We propose a model-free test for structural changes in factor models. The basic idea is to regress the data on commonly estimated factors by local smoothing and compare the fitted values of time-varying factor loadings with those of time-invariant factor loadings estimated via principal component analysis. By construction, the test is designed to be powerful against both smooth structural changes and sudden structural breaks with a possibly unknown number of breaks and unknown break dates in the factor loadings. No restrictions on the form of alternatives or trimming of boundary regions near the beginning or end of the sample period is required for the test. The test has power to detect the usual nonparametric rate of local alternatives. Monte Carlo studies demonstrate excellent power of the test in detecting both smooth and sudden structural changes in the factor loadings. In an application using U.S. asset returns, we find significant evidence against time-invariant factor loadings.

Keywords

Factor model, Test, Local smoothing, Structural change, Local power

Discipline

Econometrics

Research Areas

Econometrics

Publication

Econometric Theory

Volume

36

Issue

6

First Page

1127

Last Page

1158

ISSN

0266-4666

Identifier

10.1017/S0266466619000446

Publisher

Cambridge University Press

Embargo Period

4-18-2021

Copyright Owner and License

Authors

Additional URL

https://doi.org/10.1017/S0266466619000446

Included in

Econometrics Commons

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