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Review of Financial Studies Vol. 21 No. 1 2008

Asset Pricing with Limited Risk Sharing and Heterogeneous Agents

Francisco Gomes; Alexander Michaelides

Abstract

[We develop a model with incomplete markets and heterogeneous agents that generates a large equity premium, while simultaneously matching stock market participation and individual asset holdings. The high risk-premium is driven by incomplete risk sharing among stockholders, which results from the combination of aggregate uncertainty, borrowing constraints, and a (realistically) calibrated life-cycle earnings profile subject to idiosyncratic shocks. We show that it is challenging to simultaneously match asset pricing moments and individual portfolio decisions, while limited participation has a negligible impact on the risk-premium, contrary to the results of models where it is imposed exogenously.]

Volume
21
Issue
1
Pages
415-449
Sources
bibtex:phds-export.bib

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