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Bridge over ocean
1 November 1996 Financial Analysts Journal Volume 52, Issue 6

A Global Stock and Bond Model

  1. Lucie Chaumeton
  2. Gregory Connor
  3. Ross Curds

Six fundamental risk factors (four for stocks and two for bonds) explain most of the common volatility of individual stocks and bonds worldwide. Some of the risk factors have a strong international component, and others are more purely national. The cross-national component of the risk factors tends to be stronger within the European Union than worldwide. The model proposed in this article can be used for integration of worldwide asset selection and asset allocation decisions.

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