International Asset Allocation with Regime
Switching: Evidence from the ETFs*
Pan Jiang
Institute for Financial Studies, Fudan University
Qingfu Liu**
Institute for Financial Studies, Fudan University
Yiuman Tse
College of Business Administration, University of Missouri – St. Louis
Received 5 October 2014; Accepted 6 July 2015
Abstract
We develop a dynamic investment strategy with Markov regime switching (MRS) in asset alloca-
tion with international iShares exchange-traded funds (ETFs). Using daily ETF data, we show
that a portfolio based on the dynamic MRS strategy outperforms one based on static mean-vari-
ance strategies after transaction costs. This dynamic investment strategy not only captures the
regime shifts in the highly frequent trading process but also can be practically used with tradable
ETFs. We investigate the reasons for predictive misjudgments and assess the contribution of
each regime’s investment strategy, providing insight into the characteristics of the MRS model
and modifying our views on why the MRS strategy outperforms traditional strategies.
Keywords Asset allocation; International ETF; Markov regime switching
JEL Classification: C12, F31, G15
1. Introduction
Various studies have shown that international equity markets exhibit higher
volatility and correlations during market downturns than during market upturns.
Several recent studies have considered these asymmetric effects while examining
international asset allocation with Markov regime-switching (MRS) models (e.g.,
Ang and Bekaert, 2004; Guidolin and Timmermann, 2008; Kritzman et al., 2012;
*We will thank the editor and anonymous referees for their insightful comments and sugges-
tions. Liu acknowledges the supports from the National Nature Science Funds of China
(71473042). This research started when Tse was visiting Fudan University.
**Corresponding authors: Qingfu Liu, Institute for Financial Studies, Fudan University, Shang-
hai, 200-433 Handan Rd, China. Tel: 86-21-6564-3821, Fax: 86-21-6511-2913, email: liuqf@
fudan.edu.cn.
Asia-Pacific Journal of Financial Studies (2015) 44, 661–687 doi:10.1111/ajfs.12109
© 2015 Korean Securities Association 661