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Skewness Risk Premia and the Cross-Section of Currency Returns

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Academic paper

Skewness Risk Premia and the Cross-Section of Currency Returns

AuthorsJunye Li; Lucio Sarno; Gabriele Zinna

Institute
  • Fudan University
  • ?Fudan University - School of Management
  • PTCambridge School
  • Centre for Economic Policy Research
  • University of Cambridge
  • ?Centre for Economic Policy Research (CEPR)
  • ?University of Cambridge - Judge Business School
  • ITBank of Italy
  • ?Bank of Italy - Research Department

Strategy in a nutshell

Long-short currency portfolios based on skewness risk premia (SRP): at month-end, go long top 20% (P5) and short bottom 20% (P1) currencies. Equal-weighted, monthly rebalanced.

Economic rationale

Strategy exploits investors’ aversion to skewness risk, capturing asymmetry in currency return distributions. SRP drives pricing beyond variance risk, offering insights into macro-financial risk and currency pricing.

Backtest performance

Annualised return5.64%
Volatility7.03%
Sharpe ratio0.8