Comovement after joining an index: Spillovers of nonfundamental effects

Brent W. Ambrose, Dong Wook Lee, Joe Peek

Research output: Contribution to journalArticlepeer-review

60 Scopus citations

Abstract

This study considers the case of two overlapping categories in the context of recent category models. Specifically, we examine whether investor sentiment and market frictions specific to one category can affect the returns on assets belonging to the other category. With recent additions of several real estate investment trusts (REITs) into general stock market indices as a natural experiment, we find support for spillovers of such nonfundamental effects, as evidenced by the increased return correlation between REITs that remain outside the index and the index stocks. Further analysis reveals that market frictions play a greater role than investor sentiment.

Original languageEnglish (US)
Pages (from-to)57-90
Number of pages34
JournalReal Estate Economics
Volume35
Issue number1
DOIs
StatePublished - Mar 2007

All Science Journal Classification (ASJC) codes

  • Accounting
  • Finance
  • Economics and Econometrics

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