Impact of commodities and global stock prices on the idiosyncratic risk of Bitcoin during the COVID-19 pandemic

In times of exogenous systemic shocks, such as the COVID-19 pandemic, it is important to identify hedge or safe haven assets. Therefore, this paper analyzes changes in the idiosyncratic risk of Bitcoin in a portfolio of commodities and global stocks. For this purpose, the M-GARCH model employed cons...

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Detalles Bibliográficos
Autores: Cayón Fallon, Edgardo, Sarmiento Sabogal, Julio Alejandro
Tipo de recurso: artículo
Estado:Versión aceptada para publicación
Fecha de publicación:2021
País:Colombia
Institución:Colegio de Estudios Superiores de Administración
Repositorio:Repositorio CESA
Idioma:inglés
OAI Identifier:oai:repository.cesa.edu.co:10726/5049
Acceso en línea:http://hdl.handle.net/10726/5049
http://dx.doi.org/10.21511/imfi.18(4).2021.19
Access Level:acceso abierto
Palabra clave:Bitcoin
Safe haven
COVID-19
Idiosyncratic risk
Systemic risk
Diversification
Descripción
Sumario:In times of exogenous systemic shocks, such as the COVID-19 pandemic, it is important to identify hedge or safe haven assets. Therefore, this paper analyzes changes in the idiosyncratic risk of Bitcoin in a portfolio of commodities and global stocks. For this purpose, the M-GARCH model employed considers the interdependence among all the portfolio assets by using a time-varying asset pricing framework. This framework measures the impact of commodities and global stock prices as sources of systemic risk for Bitcoin returns before and after the COVID-19 pandemic. The evidence suggests that during the COVID-19 pandemic, the effects of changes in commodities and global prices on the idiosyncratic risk of Bitcoin were statistically significant. The idiosyncratic risk of Bitcoin measured as a percentage of total variance not accounted for by the proposed model rose from 86.06% to 95.05% during the pandemic. These results are in line with previous studies regarding the properties of Bitcoin as a hedge or safe haven asset for a portfolio composed of commodities and global stocks.