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Review of Financial Studies Vol. 33 No. 8 2020

Equity Price Discovery with Informed Private Debt

Jawad M. Addoum; Justin R. Murfin

Cornell University

Abstract

Equity markets fail to account for the value-relevant nonpublic information enjoyed by syndicated loan participants and reflected in publicly posted loan prices. A long-short strategy that buys (sells) the equities of firms with recently appreciated (depreciated) loans earns large risk-adjusted returns, suggesting a surprising and economically important level of segmentation across the same firm’s capital structure. The information lag captured by trading strategy returns is not affected by drivers of firm-specific attention, including the publication of loan returns in the Wall Street Journal. Instead, returns to the strategy are eliminated among equities held by mutual funds also trading in syndicated loans.

DOI
10.1093/rfs/hhz128
Volume
33
Issue
8
Pages
3766-3803
Language
en
Sources
crossref bibtex:phds-export.bib openalex

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