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Journal of Banking & Finance Vol. 146 2023

Fund flow-induced volatility and the cost of debt

Douglas O. Cook1,2; Shikong (Scott) Luo2

1 University of Alabama · 2 University of Oklahoma

Abstract

Uninformative stock price fluctuations induced by volatile mutual fund flows generate unintended consequences for corporate debt financing. We propose a measure of stock-level passive equity mutual fund flow-induced volatility pressure and find that it positively affects the bond yield spread at issuance through higher perceived risks revealed by increased equity volatility. Although flow-induced volatility is costly to the borrowing firm, in contrast to equity volatility, it has no significant association with future firm fundamental risk. Our study reveals a dark side of passive investing.

DOI
10.1016/j.jbankfin.2022.106702
Volume
146
Pages
106702
Language
en
Sources
openalex crossref bibtex:phds-export.bib

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