Contractual Savings or Stock Market Development—Which Leads?

The authors study the relationship between the development of contractual savings (assets of pension funds, and life insurance companies) and non-life insurance, and, the development of stock markets (market capitalization and value traded). Their contribution lies in providing time-series evidence...

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Main Authors: Catalan, Mario, Impavido, Gregorio, Musalem, Alberto R.
Format: Publications & Research
Language:en_US
Published: World Bank, Washington, DC 2015
Subjects:
Online Access:http://hdl.handle.net/10986/21366
id okr-10986-21366
recordtype oai_dc
spelling okr-10986-213662021-04-23T14:04:01Z Contractual Savings or Stock Market Development—Which Leads? Catalan, Mario Impavido, Gregorio Musalem, Alberto R. adverse selection aggregate demand assets balance sheets bank deposits bank loans bank run bank runs banking regulation banking sector banking system bankruptcy banks bonds capital markets capitalization central bank contractual saving contractual saving institutions contractual savings contractual savings institutions corporate governance corporate pensions debt demand deposits depositors econometric evidence equity markets expected return financial \ assets financial assets financial crisis financial deepening financial innovation financial institutions financial intermediaries financial markets financial sector financial services financial structure funded schemes GDP government bonds gross domestic product growth rate imperfect substitutes insurance insurance companies interest rates life insurance life insurance companies liquid assets liquidity macroeconomic stability market value moral hazard mutual fund mutual funds non-life insurance pension fund portfolios pension funds pension schemes pensions portfolio portfolio diversification portfolios positive externalities present value public debt real interest rate retirement risk taking savings savings ratio secondary markets securities stock markets transaction costs transparency wealth contractual savings stock markets pension funds investments life insurance causality capital market growth tradable securities equity investments bond options industrialized societies developing countries statistical data financial development institutional economics market analysis insurance companies market value The authors study the relationship between the development of contractual savings (assets of pension funds, and life insurance companies) and non-life insurance, and, the development of stock markets (market capitalization and value traded). Their contribution lies in providing time-series evidence on a hypothesis that is very popular - but had not been substantiated - among supporters of fully funded pension systems in which funds invest large shares of their portfolios in tradable securities (equities, bonds). The literature is not clear on its assumption regarding causality between contractual savings, and capital market development. A one-way or two-way relationship is assumed, usually inter-changeably; the authors address the questions of which leads empirically. They present the evidence, including descriptive statistics, and the results of Granger causality tests, for OECD countries, and such countries as Chile, Malaysia, Singapore, South Africa, and Thailand. They do not present a theoretical framework, but do explain how the growth of the contractual savings sector, is thought to promote financial development. The authors find evidence in the data that causality between institutions, and markets either does not exist, or, if it exists, runs predominantly from institutions to markets. To a lesser extent, there is simultaneous causality between institutions, and markets. Furthermore, there is limited evidence that causality runs only from markets to institutions (the only exception seems to be for non-life insurance in developing countries). Results seem to support the idea that the development of institutional investors, is likely to promote the growth of market capitalization, more than that of value traded. In developing countries, there seems to be no causality from pension funds to growth in value traded, while there is causality from life, and non-life insurance. 2015-01-30T15:18:32Z 2015-01-30T15:18:32Z 2000-08 http://hdl.handle.net/10986/21366 en_US Policy Research Working Paper;No. 2421 CC BY 3.0 IGO http://creativecommons.org/licenses/by/3.0/igo World Bank, Washington, DC Publications & Research Publications & Research :: Policy Research Working Paper Chile Malaysia Singapore South Africa Thailand
repository_type Digital Repository
institution_category Foreign Institution
institution Digital Repositories
building World Bank Open Knowledge Repository
collection World Bank
language en_US
topic adverse selection
aggregate demand
assets
balance sheets
bank deposits
bank loans
bank run
bank runs
banking regulation
banking sector
banking system
bankruptcy
banks
bonds
capital markets
capitalization
central bank
contractual saving
contractual saving institutions
contractual savings
contractual savings institutions
corporate governance
corporate pensions
debt
demand deposits
depositors
econometric evidence
equity markets
expected return
financial \ assets
financial assets
financial crisis
financial deepening
financial innovation
financial institutions
financial intermediaries
financial markets
financial sector
financial services
financial structure
funded schemes
GDP
government bonds
gross domestic product
growth rate
imperfect substitutes
insurance
insurance companies
interest rates
life insurance
life insurance companies
liquid assets
liquidity
macroeconomic stability
market value
moral hazard
mutual fund
mutual funds
non-life insurance
pension fund portfolios
pension funds
pension schemes
pensions
portfolio
portfolio diversification
portfolios
positive externalities
present value
public debt
real interest rate
retirement
risk taking
savings
savings ratio
secondary markets
securities
stock markets
transaction costs
transparency
wealth
contractual savings
stock markets
pension funds investments
life insurance
causality
capital market growth
tradable securities
equity investments
bond options
industrialized societies
developing countries
statistical data
financial development
institutional economics
market analysis
insurance companies
market value
spellingShingle adverse selection
aggregate demand
assets
balance sheets
bank deposits
bank loans
bank run
bank runs
banking regulation
banking sector
banking system
bankruptcy
banks
bonds
capital markets
capitalization
central bank
contractual saving
contractual saving institutions
contractual savings
contractual savings institutions
corporate governance
corporate pensions
debt
demand deposits
depositors
econometric evidence
equity markets
expected return
financial \ assets
financial assets
financial crisis
financial deepening
financial innovation
financial institutions
financial intermediaries
financial markets
financial sector
financial services
financial structure
funded schemes
GDP
government bonds
gross domestic product
growth rate
imperfect substitutes
insurance
insurance companies
interest rates
life insurance
life insurance companies
liquid assets
liquidity
macroeconomic stability
market value
moral hazard
mutual fund
mutual funds
non-life insurance
pension fund portfolios
pension funds
pension schemes
pensions
portfolio
portfolio diversification
portfolios
positive externalities
present value
public debt
real interest rate
retirement
risk taking
savings
savings ratio
secondary markets
securities
stock markets
transaction costs
transparency
wealth
contractual savings
stock markets
pension funds investments
life insurance
causality
capital market growth
tradable securities
equity investments
bond options
industrialized societies
developing countries
statistical data
financial development
institutional economics
market analysis
insurance companies
market value
Catalan, Mario
Impavido, Gregorio
Musalem, Alberto R.
Contractual Savings or Stock Market Development—Which Leads?
geographic_facet Chile
Malaysia
Singapore
South Africa
Thailand
relation Policy Research Working Paper;No. 2421
description The authors study the relationship between the development of contractual savings (assets of pension funds, and life insurance companies) and non-life insurance, and, the development of stock markets (market capitalization and value traded). Their contribution lies in providing time-series evidence on a hypothesis that is very popular - but had not been substantiated - among supporters of fully funded pension systems in which funds invest large shares of their portfolios in tradable securities (equities, bonds). The literature is not clear on its assumption regarding causality between contractual savings, and capital market development. A one-way or two-way relationship is assumed, usually inter-changeably; the authors address the questions of which leads empirically. They present the evidence, including descriptive statistics, and the results of Granger causality tests, for OECD countries, and such countries as Chile, Malaysia, Singapore, South Africa, and Thailand. They do not present a theoretical framework, but do explain how the growth of the contractual savings sector, is thought to promote financial development. The authors find evidence in the data that causality between institutions, and markets either does not exist, or, if it exists, runs predominantly from institutions to markets. To a lesser extent, there is simultaneous causality between institutions, and markets. Furthermore, there is limited evidence that causality runs only from markets to institutions (the only exception seems to be for non-life insurance in developing countries). Results seem to support the idea that the development of institutional investors, is likely to promote the growth of market capitalization, more than that of value traded. In developing countries, there seems to be no causality from pension funds to growth in value traded, while there is causality from life, and non-life insurance.
format Publications & Research
author Catalan, Mario
Impavido, Gregorio
Musalem, Alberto R.
author_facet Catalan, Mario
Impavido, Gregorio
Musalem, Alberto R.
author_sort Catalan, Mario
title Contractual Savings or Stock Market Development—Which Leads?
title_short Contractual Savings or Stock Market Development—Which Leads?
title_full Contractual Savings or Stock Market Development—Which Leads?
title_fullStr Contractual Savings or Stock Market Development—Which Leads?
title_full_unstemmed Contractual Savings or Stock Market Development—Which Leads?
title_sort contractual savings or stock market development—which leads?
publisher World Bank, Washington, DC
publishDate 2015
url http://hdl.handle.net/10986/21366
_version_ 1764448051782483968