A simple approach to valuing risky fixed and floating rate debt

Article Abstract:

We develop a simple approach to valuing risky corporate debt that incorporates both default and interest rate risk. We use this approach to derive simple closed-form valuation expressions for fixed and floating rate debt. The model provides a number of interesting new insights about pricing and hedging corporate debt securities. For example, we find that the correlation between default risk and the interest rate has a significant effect on the properties of the credit spread. Using Moody's corporate bond yield data, we find that credit spreads are negatively related to interest rates and that durations of risky bonds depend on the correlation with interest rates. This empirical evidence is consistent with the implications of the valuation model. (Reprinted by permission of the publisher.)

author: Longstaff, Francis A., Schwartz, Eduardo S.
Valuation, Debt financing (Corporations), Debt financing

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Interest rate volatility and the term structure: a two-factor general equilibrium model

Article Abstract:

We develop a two-factor general equilibrium model of the term structure. The factors are the short-term rate and the volatility of the short-term interest rate. We derive closed-form expressions for discount bonds and study the properties of the term structure implied by the model. The dependence of yields on volatility allows the model to capture many observed properties of the term structure. We also derive closed-form expressions for discount bond options. We use Hansen's generalized method of moments framework to test the cross-sectional restrictions imposed by the model. The tests support the two-factor model. (Reprinted by permission of the publisher.)

author: Longstaff, Francis A., Schwartz, Eduardo S.
Interest rates

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The relative valuation of caps and swaptions: theory and empirical evidence

Article Abstract:

A paper on interest rate caps and swaptions reveals that four factors influence swaption prices. Research results indicate that prices for long-term swaptions are overvalued.

author: Longstaff, Francis A., Schwartz, Eduardo S., Santa-Clara, Pedro
United States, Securities and Commodity Exchanges, Security and commodity exchanges, Securities Exchanges, Economics, Research and Development in the Social Sciences and Humanities, Commodity Exchanges, Analysis, Stock-exchange, Stock exchanges, Economic research, Securities industry, Commodities industry, Interest rate swaps, Swaps (Finance)

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subjects list: Research
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