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Monetary policy and fragility in corporate bond mutual funds

John Chi-Fong Kuong, James O'Donovan, Jinyuan Zhang*

*Corresponding author for this work

Research output: Journal Publications and ReviewsRGC 21 - Publication in refereed journalpeer-review

53 Downloads (CityUHK Scholars)

Abstract

We document aggregate outflows from corporate bond mutual funds days before and after the announcement of increases in the Federal Funds Target rate (FFTar). To rationalize this phenomenon, we build a model in which funds’ net-asset-values (NAVs) are stale and investors strategically redeem to profit from the mispricing when they learn about the increases of FFTar. Consistent with the model’s predictions, we find that stale NAVs and loose monetary policy environments weaken (strengthen) outflows sensitivity to increases in FFTar during illiquid (liquid) market conditions. Our results highlight when and how monetary policy could systematically exacerbate the fragility of corporate bond funds. © 2024 The Author(s).
Original languageEnglish
Article number103931
JournalJournal of Financial Economics
Volume161
Online published29 Aug 2024
DOIs
Publication statusPublished - Nov 2024

Bibliographical note

Research Unit(s) information for this publication is provided by the author(s) concerned.

UN SDGs

This output contributes to the following UN Sustainable Development Goals (SDGs)

  1. SDG 17 - Partnerships for the Goals
    SDG 17 Partnerships for the Goals

Research Keywords

  • Monetary policy
  • Corporate bond mutual funds
  • Fund redemption
  • Financial fragility
  • Market liquidity

Publisher's Copyright Statement

  • This full text is made available under CC-BY 4.0. https://creativecommons.org/licenses/by/4.0/

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