easy · Quantitative Finance

Two assets are 'cointegrated'. What does this imply for a pairs-trading strategy that 'correlation' alone does not guarantee?

  1. One asset is a perfect hedge for the other, thereby eliminating all risk.
  2. A linear combination of the two prices is stationary and will revert to a mean.
  3. The returns of the two assets are simply independent and identically distributed.
  4. The two assets will always move in the exact same direction on any single trading day.

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