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Sovereign exposures of European banks : it is not all doom

Martien Lamers (UGent) , Thomas Present (UGent) and Rudi Vander Vennet (UGent)
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Abstract
We investigate whether sovereign bond holdings of European banks are determined by a risk–return trade-off. Using data between 2011 and 2018 for 75 European banks, we confirm that banks exhibited risk-taking behavior during the sovereign debt crisis, e.g., due to moral suasion. In the period 2015–2018, however, banks’ investments in sovereign bonds are characterized by sound risk–return considerations, suggesting a lessening of the doom loop. This result is mainly driven by banks in the core European countries, as banks in the GIPS countries do not exhibit such behavior, nor do they avoid riskier bonds following the sovereign debt crisis.
Keywords
General Earth and Planetary Sciences, General Environmental Science, sovereign exposures, risk-return trade-off, bank-sovereign nexus, doom loop, Sharpe ratio, MONETARY-POLICY, DOMESTIC BANKS, HOME BIAS, BAILOUTS, PERFORMANCE

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MLA
Lamers, Martien, et al. “Sovereign Exposures of European Banks : It Is Not All Doom.” JOURNAL OF RISK AND FINANCIAL MANAGEMENT, vol. 15, no. 2, 2022, doi:10.3390/jrfm15020069.
APA
Lamers, M., Present, T., & Vander Vennet, R. (2022). Sovereign exposures of European banks : it is not all doom. JOURNAL OF RISK AND FINANCIAL MANAGEMENT, 15(2). https://doi.org/10.3390/jrfm15020069
Chicago author-date
Lamers, Martien, Thomas Present, and Rudi Vander Vennet. 2022. “Sovereign Exposures of European Banks : It Is Not All Doom.” JOURNAL OF RISK AND FINANCIAL MANAGEMENT 15 (2). https://doi.org/10.3390/jrfm15020069.
Chicago author-date (all authors)
Lamers, Martien, Thomas Present, and Rudi Vander Vennet. 2022. “Sovereign Exposures of European Banks : It Is Not All Doom.” JOURNAL OF RISK AND FINANCIAL MANAGEMENT 15 (2). doi:10.3390/jrfm15020069.
Vancouver
1.
Lamers M, Present T, Vander Vennet R. Sovereign exposures of European banks : it is not all doom. JOURNAL OF RISK AND FINANCIAL MANAGEMENT. 2022;15(2).
IEEE
[1]
M. Lamers, T. Present, and R. Vander Vennet, “Sovereign exposures of European banks : it is not all doom,” JOURNAL OF RISK AND FINANCIAL MANAGEMENT, vol. 15, no. 2, 2022.
@article{8739433,
  abstract     = {{We investigate whether sovereign bond holdings of European banks are determined by a risk–return trade-off. Using data between 2011 and 2018 for 75 European banks, we confirm that banks exhibited risk-taking behavior during the sovereign debt crisis, e.g., due to moral suasion. In the period 2015–2018, however, banks’ investments in sovereign bonds are characterized by sound risk–return considerations, suggesting a lessening of the doom loop. This result is mainly driven by banks in the core European countries, as banks in the GIPS countries do not exhibit such behavior, nor do they avoid riskier bonds following the sovereign debt crisis.}},
  articleno    = {{69}},
  author       = {{Lamers, Martien and Present, Thomas and Vander Vennet, Rudi}},
  issn         = {{1911-8066}},
  journal      = {{JOURNAL OF RISK AND FINANCIAL MANAGEMENT}},
  keywords     = {{General Earth and Planetary Sciences,General Environmental Science,sovereign exposures,risk-return trade-off,bank-sovereign nexus,doom loop,Sharpe ratio,MONETARY-POLICY,DOMESTIC BANKS,HOME BIAS,BAILOUTS,PERFORMANCE}},
  language     = {{eng}},
  number       = {{2}},
  pages        = {{24}},
  title        = {{Sovereign exposures of European banks : it is not all doom}},
  url          = {{http://doi.org/10.3390/jrfm15020069}},
  volume       = {{15}},
  year         = {{2022}},
}

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