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Housing Collateral, Consumption Insurance and Risk Premia: An Empirical Perpective / Hanno Lustig, Stijn Van Nieuwerburgh.

NBER Working papers Available online

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Format:
Book
Author/Creator:
Lustig, Hanno.
Contributor:
National Bureau of Economic Research.
Van Nieuwerburgh, Stijn.
Series:
Working Paper Series (National Bureau of Economic Research) no. w9959.
NBER working paper series no. w9959
Language:
English
Physical Description:
1 online resource: illustrations (black and white);
Other Title:
Housing Collateral, Consumption Insurance and Risk Premia
Place of Publication:
Cambridge, Mass. National Bureau of Economic Research 2003.
Summary:
In a model with housing collateral, the ratio of housing wealth to human wealth shifts the conditional distribution of asset prices and consumption growth. A decrease in house prices reduces the collateral value of housing, increases household exposure to idiosyncratic risk, and increases the conditional market price of risk. Using aggregate data for the US, we find that a decrease in the ratio of housing wealth to human wealth predicts higher returns on stocks. Conditional on this ratio, the covariance of returns with aggregate risk factors explains eighty percent of the cross-sectional variation in annual size and book-to-market portfolio returns. A data appendix for this paper is <a href="http://www.nber.org/data-appendix/w99 59">available</a href>.
Notes:
Print version record
September 2003.

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