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Review of Financial Studies Vol. 28 No. 1 2015

The Sum of All FEARS Investor Sentiment and Asset Prices

Zhi Da; Joseph Engelberg; Pengjie Gao

Abstract

We use daily Internet search volume from millions of households to reveal market-level sentiment. By aggregating the volume of queries related to household concerns (e.g., "recession," "unemployment," and "bankruptcy"), we construct a Financial and Economic Attitudes Revealed by Search (FEARS) index as a new measure of investor sentiment. Between 2004 and 2011, we find FEARS (i) predict short-term return reversals, (ii) predict temporary increases in volatility, and (iii) predict mutual fund flows out of equity funds and into bond funds. Taken together, the results are broadly consistent with theories of investor sentiment. © 2014 The Author. Published by Oxford University Press on behalf of The Society for Financial Studies. All rights reserved.

DOI
10.1093/rfs/hhu072
Volume
28
Issue
1
Pages
1-32
Language
en
Sources
openalex crossref

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