Equilibrium Asset Pricing in Directed Networks

Branger Nicole, Konermann Patrick, Meinerding Christoph, Schlag Christian

Abstract

Directed links in cash flow networks affect the cross-section of risk premia through three channels. In a tractable consumption-based equilibrium asset pricing model, we obtain closed-form solutions that disentangle these channels for arbitrary directed networks. First, shocks that can propagate through the economy command a higher market price of risk. Second, shock-receiving assets earn an extra premium since their valuation ratios drop upon shocks in connected assets. Third, a hedge effect pushes risk premia down: when a shock propagates through the economy, an asset that is unconnected becomes relatively more attractive and its valuation ratio increases.

Cite as

Branger, N., Konermann, P., Meinerding, C., & Schlag, C. (2021). Equilibrium Asset Pricing in Directed Networks. Review of Finance, 2021, 777–818.

Details

Publication type
Research article (journal)

Peer reviewed
Yes

Publication status
Published

Year
2021

Journal
Review of Finance

Volume
2021

Start page
777

End page
818

Language
English

ISSN
1572-3097

DOI