Economic cycles and downside commodities risk

Abstract

We de-compose the S&P Goldman Sachs Commodity Index into its underlying commodity sub-categories and develop a modified conditional value at risk (CVaR) metric to examine downside risk linked to economic periods which are classified by their GDP growth as green, yellow, orange and red. We term this new metric economic CVaR (ECVaR). We found significant differences in the relative ECVaR rankings of different commodities over our different economic cycles.

Document Type

Journal Article

School

School of Business and Law

RAS ID

23520

Copyright

subscription content

Publisher

Routledge, Taylor & Francis Online

Comments

Powell, R. J., Vo, D. H., & Pham, T. N. (2018). Economic cycles and downside commodities risk. Applied Economics Letters, 25(4), 258-263. doi: 10.1080/13504851.2017.1316818. Available here

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Link to publisher version (DOI)

10.1080/13504851.2017.1316818