Nonlinear spillover and portfolio allocation characteristics of energy equity sectors: evidence from the United States and Canada

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2022

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Hernandez, J.A.
Kang, S.H.
Yoon, S.M.

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Journal article

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Review of International Economics, 2022; 30(1):1-33

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We investigate the nonlinear spillover and portfolio allocation characteristics of the US and Canadian energy equity portfolios. Our empirical study based on directional spillover index and non-convex portfolio optimization show that the spillover effects in the aggregate are smaller for the US portfolio across time. However, when only the largest spillover transmitters and receivers are considered, the total spillover effects are lower for the Canadian portfolio relative to the US portfolio. These portfolio optimization results indicate lower portfolio allocation risk for the Canadian energy equities during the global financial crisis of 2008 and for the full sample period.

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Copyright 2021 John Wiley & Sons Ltd

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