TY - GEN N1 - This version is the version of record. For information on re-use, please refer to the publisher?s terms and conditions. TI - Diversification and Financial Stability Y1 - 2014/02/17/ AV - public EP - 40 CY - London, UK A1 - Tasca, Paolo A1 - Battiston, Stefano T3 - SRC Discussion Paper KW - Naive Diversification KW - Leverage KW - Default Probability N2 - The recent credit crisis of 2007/08 has raised a debate about the so-called knife-edge properties of financial markets. The paper contributes to the debate shedding light on the controversial relation between risk-diversification and financial stability. We model a financial network where assets held by borrowers to meet their obligations, include claims against other borrowers and securities exogenous to the network. The balance-sheet approach is conjugated with a stochastic setting and by a mean-field approximation the law of motion of the system's fragility is derived. We show that diversification has an ambiguous effect and beyond a certain levels elicits financial instability. Moreover, we find that risk-sharing restrictions create a socially preferable outcome. Our findings have significant implications for future policy recommendation. ID - discovery10186749 UR - https://www.systemicrisk.ac.uk/publications/discussion-papers/diversification-and-financial-stability PB - Systemic Risk Centre, London School of Economics and Political Science SN - 2054-538X ER -