Citation
Discussion Paper Details
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Full Details
Title: Liquidity Risk and Expected Stock Returns
Author(s): Lubos Pástor and Robert F. Stambaugh
Publication Date: August 2002
Keyword(s): asset pricing, expected returns and liquidity risk
Programme Area(s): Financial Economics
Abstract: This study investigates whether market-wide liquidity is a state variable important for asset pricing. We find that expected stock returns are related cross-sectionally to the sensitivities of returns to fluctuations in aggregate liquidity. Our monthly liquidity measure, an average of individual-stock measures estimated with daily data, relies on the principle that order flow induces greater return reversals when liquidity is lower. Over a 34-year period, the average return on stocks with high sensitivities to liquidity exceeds that for stocks with low sensitivities by 7.5% annually, adjusted for exposures to the market return as well as size, value, and momentum factors.
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Bibliographic Reference
Pástor, L and Stambaugh, R. 2002. 'Liquidity Risk and Expected Stock Returns'. London, Centre for Economic Policy Research. https://cepr.org/active/publications/discussion_papers/dp.php?dpno=3494