Horizon sensitivity of the inflation hedge of stocks

نویسندگان

  • Peter C. Schotman
  • Mark Schweitzer
چکیده

In this paper, we study the potential of stocks as a hedge against inflation for different investment horizons. We show that stocks can be a hedge against inflation even if stock returns are negatively correlated with unexpected inflation shocks, and only moderately positively related to expected inflation. Depending on the investment horizon, the optimal hedge ratio can be either positive or negative. The crucial parameter for the results is the persistence of inflation. q 2000 Elsevier Science B.V. All rights reserved. JEL classification: E31; E44; G11; G23

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تاریخ انتشار 2000