Turning Points in the Core–Periphery Displacement of Systemic Risk in the Eurozone: Constrained Weighted Compositional Clustering

Investigating how systemic risk originates and spreads across the financial system poses an inherently compositional question, i.e., a question concerning the joint distribution of relative risk share across several interdependent contributors. To address this question, we propose a weighted composi...

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Main Authors: Anna Maria Fiori, Germà Coenders
Format: Article
Language:English
Published: MDPI AG 2025-01-01
Series:Risks
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Online Access:https://www.mdpi.com/2227-9091/13/2/21
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author Anna Maria Fiori
Germà Coenders
author_facet Anna Maria Fiori
Germà Coenders
author_sort Anna Maria Fiori
collection DOAJ
description Investigating how systemic risk originates and spreads across the financial system poses an inherently compositional question, i.e., a question concerning the joint distribution of relative risk share across several interdependent contributors. To address this question, we propose a weighted compositional clustering approach aimed at tackling the trajectories and turning points of systemic risk in the Eurozone, from both a chronological and a geographical perspective. The cluster profiles emerging from our analysis indicate a progressive shift from Northern Europe towards the Euro-Mediterranean region in the coordinate center of systemic risk compositions. This shift matures as the outcome of complex interactions between core and peripheral EU countries that compositional methods have the merit of capturing and unifying in a self-contained multivariate framework.
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spelling doaj-art-7c4d493b3ab9414599e8ac7f2aa45d442025-08-20T02:44:56ZengMDPI AGRisks2227-90912025-01-011322110.3390/risks13020021Turning Points in the Core–Periphery Displacement of Systemic Risk in the Eurozone: Constrained Weighted Compositional ClusteringAnna Maria Fiori0Germà Coenders1Department of Statistics and Quantitative Methods, University of Milano-Bicocca, Via Bicocca degli Arcimboldi 8, 20126 Milano, ItalyDepartment of Economics, Faculty of Economics and Management, University of Girona, C/Universitat 10, 17003 Girona, SpainInvestigating how systemic risk originates and spreads across the financial system poses an inherently compositional question, i.e., a question concerning the joint distribution of relative risk share across several interdependent contributors. To address this question, we propose a weighted compositional clustering approach aimed at tackling the trajectories and turning points of systemic risk in the Eurozone, from both a chronological and a geographical perspective. The cluster profiles emerging from our analysis indicate a progressive shift from Northern Europe towards the Euro-Mediterranean region in the coordinate center of systemic risk compositions. This shift matures as the outcome of complex interactions between core and peripheral EU countries that compositional methods have the merit of capturing and unifying in a self-contained multivariate framework.https://www.mdpi.com/2227-9091/13/2/21Compositional Data (CoDa)adjacency-constrained hierarchical clusteringCONISS algorithmSystemic Risk Index (SRISK)weighted centered log-ratios
spellingShingle Anna Maria Fiori
Germà Coenders
Turning Points in the Core–Periphery Displacement of Systemic Risk in the Eurozone: Constrained Weighted Compositional Clustering
Risks
Compositional Data (CoDa)
adjacency-constrained hierarchical clustering
CONISS algorithm
Systemic Risk Index (SRISK)
weighted centered log-ratios
title Turning Points in the Core–Periphery Displacement of Systemic Risk in the Eurozone: Constrained Weighted Compositional Clustering
title_full Turning Points in the Core–Periphery Displacement of Systemic Risk in the Eurozone: Constrained Weighted Compositional Clustering
title_fullStr Turning Points in the Core–Periphery Displacement of Systemic Risk in the Eurozone: Constrained Weighted Compositional Clustering
title_full_unstemmed Turning Points in the Core–Periphery Displacement of Systemic Risk in the Eurozone: Constrained Weighted Compositional Clustering
title_short Turning Points in the Core–Periphery Displacement of Systemic Risk in the Eurozone: Constrained Weighted Compositional Clustering
title_sort turning points in the core periphery displacement of systemic risk in the eurozone constrained weighted compositional clustering
topic Compositional Data (CoDa)
adjacency-constrained hierarchical clustering
CONISS algorithm
Systemic Risk Index (SRISK)
weighted centered log-ratios
url https://www.mdpi.com/2227-9091/13/2/21
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AT germacoenders turningpointsinthecoreperipherydisplacementofsystemicriskintheeurozoneconstrainedweightedcompositionalclustering