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Review of Financial Studies Vol. 23 No. 2 2010

When Can Life Cycle Investors Benefit from Time-Varying Bond Risk Premia?

Ralph S. J. Koijen; Theo E. Nijman; Bas J. M. Werker

Abstract

[We study the importance of time-varying bond risk premia in a consumption and portfoliochoice problem for a life-cycle investor facing short-sales and borrowing constraints. Tilts in the optimal asset allocation in response to changes in bond risk premia exhibit pronounced life-cycle patterns. We find that the investor is willing to pay an annual fee up to 1% to implement a strategy that optimally conditions on prevailing bond risk premia in addition to her age and wealth. To solve our model, we extend recently developed simulation-based techniques to life-cycle problems featuring multiple state variables and multiple risky assets.]

Volume
23
Issue
2
Pages
741-780
Sources
bibtex:phds-export.bib

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