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Heterogeneous expectations and long range correlation of the volatility of asset returns

2008/08/11 by Jérôme Coulon, Jerome Coulon, Coulon, Jerome +2
Economics, Econometrics and Finance · Physics and Astronomy · #Complex Systems and Time Series Analysis #FOS: Economics and business #FOS: Physical sciences #Financial Risk and Volatility Modeling #Market Dynamics and Volatility #Physics and Society (physics.soc-ph) #Statistical Finance (q-fin.ST) #physics.soc-ph #q-fin.ST

paper · pdf · doi:10.48550/arxiv.0808.1538

arxiv created 2008/08/11 · openalex publication_date 2008/08/11 · arxiv updated 2009/12/01 · openalex created_date 2025/10/10 · openalex updated_date 2026/07/28

Abstract

Inspired by the recent literature on aggregation theory, we aim at relating the long range correlation of the stocks return volatility to the heterogeneity of the investors' expectations about the level of the future volatility. Based on a semi-parametric model of investors' anticipations, we make the connection between the distributional properties of the heterogeneity parameters and the auto-covariance/auto-correlation functions of the realized volatility. We report different behaviors, or change of convention, whose observation depends on the market phase under consideration. In particular, we report and justify the fact that the volatility exhibits significantly longer memory during the phases of speculative bubble than during the phase of recovery following the collapse of a speculative bubble.

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