Asset Bubbles Re-Thinking Policy for the Age of Asset Management

Author/creator Jones, Bradley Author
Format Electronic
Publication InfoWashington : International Monetary Fund
Description59 p. 11.000 x 08.500 in.
Supplemental ContentFull text available from Ebook Central - Academic Complete

SeriesIMF Working Papers Working Paper No. 15/27
Summary Annotation In distilling a vast literature spanning the rational irrational divide, this paper offers reflections on why asset bubbles continue to threaten economic stability despite financial markets becoming more informationally-efficient, more complete, and more heavily influenced by sophisticated (i.e. presumably rational) institutional investors. Candidate explanations for bubble persistencesuch as limits to learning, frictional limits to arbitrage, and behavioral errorsseem unsatisfactory as they are inconsistent with the aforementioned trends impacting global capital markets. In lieu of the short-term nature of the asset ownermanager relationship, and the momentum bias inherent in financial benchmarks, I argue that the business risk of asset managers acts as strong motivation for institutional herding and rational bubble-riding. Two key policy implications follow. First, procyclicality could intensify as institutional assets under management continue to grow. Second, remedial policies should extend beyond the standard suite of macroprudential and monetary measures to include time-invariant policies targeted at the cause (not just symptom) of the problem. Prominent among these should be reforms addressing principal-agent contract design and the implementation of financial benchmarks.
Access restrictionAvailable only to authorized users.
Technical detailsMode of access: World Wide Web
Genre/formElectronic books.
ISBN9781498367806
ISBN1498367801 (E-Book) Active Record
Standard identifier# 9781498367806
Stock number42700 00013468

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