Forecasting stock market returns by summing the frequency-decomposed parts

Gonçalo Faria, Fabio Verona*

*Corresponding author for this work

Research output: Contribution to journalArticlepeer-review

46 Citations (Scopus)

Abstract

We generalize the Ferreira and Santa-Clara (2011) sum-of-the-parts method for forecasting stock market returns. Rather than summing the parts of stock returns, we suggest summing some of the frequency-decomposed parts. The proposed method significantly improves upon the original sum-of-the-parts and delivers statistically and economically gains over historical mean forecasts, with monthly out-of-sample R2 of 2.60% and annual utility gains of 558 basis points. The strong performance of this method comes from its ability to isolate the frequencies of the parts with the highest predictive power, and from the fact that the selected frequency-decomposed parts carry complementary information that captures different frequencies of stock market returns.
Original languageEnglish
Pages (from-to)228-242
Number of pages15
JournalJournal of Empirical Finance
Volume45
DOIs
Publication statusPublished - Jan 2018

Keywords

  • Asset allocation
  • Equity premium
  • Frequency domain
  • Predictability
  • Stock returns
  • Wavelets

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