Date of Award

January 2014

Document Type

Thesis

Degree Name

Master of Science (MS)

Department

Economics & Finance

First Advisor

Prodosh Simlai

Abstract

I examine the relationship between output gap and value premiums in North American financial markets between January, 1977 and December, 2013. My analysis contributes to the literature by analyzing the influence of output gap on the specific investment strategy of value and growth stocks, whereas previous literature looked at the effect of output gap on major US stock market indices. I compare the influence of output gap on value and growth stocks in full period as well as in up and down markets. My results suggest that value and growth stocks are not sensitive to output gap in the full period; but when I partition the market the output gap captures an asymmetric measure of risk for the spread in returns between value and growth stocks.

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