ARTÍCULO
TITULO

Inter-temporal CAPM: an empirical test with Brazilian market data

Octavio Portolano Machado    
Adriana Bruscato Bortoluzzo    
Sérgio Ricardo Martins    
Antonio Zoratto Sanvicente    

Resumen

This paper examines the empirical validity of the Inter-temporal Capital Asset Pricing Model (ICAPM) with Brazilian market data. The Bali and Engle (2010) methodology is used with the estimation of conditional covariances between stock portfolio returns and pricing factors. The covariances are then used as explanatory variables in the pricing equation. The results validate the model for the 1988 to 2012 period. The estimated risk aversion coefficient is positive and significant, and the relevant pricing factors are interest rates, inflation and gold prices; the reverse is true in the case of the exchange rate. Breaking up the sample period into sub-periods indicates that major events (changes in economic regimes and the 2008 crisis) are capable of modifying the associations observed and reducing the model?s validity.

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