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Review of Financial Studies Vol. 23 No. 8 2010

Long-Run Risk through Consumption Smoothing

Georg Kaltenbrunner1; Lars A. Lochstoer2

1 McKinsey & Company (United States) · 2 Graduate School USA

Abstract

We examine how long-run consumption risk arises endogenously in a standard pro-duction economy model where the representative agent has Epstein-Zin preferences. We show that even when technology growth is i.i.d., optimal consumption smoothing induces long run risk- highly persistent variation in expected consumption growth. As a consequence, the model can account for a high price of risk although both consump-tion growth volatility and the coe ¢ cient of relative risk aversion are low. The asset pricing implications of endogenous long-run risk depend crucially on the persistence of technology shocks and investorspreference for the timing of resolution of uncertainty.

DOI
10.1093/rfs/hhq033
Volume
23
Issue
8
Pages
3190-3224
Language
en
Sources
openalex crossref

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