News Related to Future GDP Growth as a Risk Factor in Equity Returns

Posted: 24 Apr 2002

See all articles by Maria Vassalou

Maria Vassalou

Centre for Economic Policy Research (CEPR)

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Abstract

A model that includes a factor that captures news related to future Gross Domestic Product (GDP) growth along with the market factor, can explain the cross-section of equity returns about as well as the Fama-French model can. Furthermore, the Fama-French factors HML and SMB appear to contain mainly news related to future GDP growth. When news related to future GDP growth is present in the asset-pricing model, HML and SMB lose much of their ability to explain the cross-section.

Keywords: asset pricing, news, future GDP, GMM

JEL Classification: G12

Suggested Citation

Vassalou, Maria, News Related to Future GDP Growth as a Risk Factor in Equity Returns. Available at SSRN: https://ssrn.com/abstract=297316

Maria Vassalou (Contact Author)

Centre for Economic Policy Research (CEPR)

London
United Kingdom

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