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The Review of Asset Pricing Studies Vol. 7 No. 2 2017

The Cross-Section of Expected Returns in the Secondary Corporate Loan Market

Mehdi Beyhaghi1; Sina Ehsani2

1 Department of Finance, University of Texas at San Antonio · 2 Graham School of Management, Saint Xavier University

Abstract

Corporate loans increasingly have become an important part of portfolio management with the advent of a liquid and transparent secondary market. This paper examines the pricing of characteristics and betas in the cross-section of expected loan returns. Expected loan returns decrease with default beta. Default beta contains information not captured by rating or spread-to-maturity. Among loan characteristics, a 3-month formation momentum strategy earns a monthly premium of 122 bps. Momentum is prominent in loans issued by the lowest-rated borrowers.

DOI
10.1093/rapstu/raw010
Volume
7
Issue
2
Pages
243-277
Language
en
Sources
bibtex:phds-export.bib openalex crossref

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