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Resolving the generalized hyperbolicity conjecture for shadowing

Published 19 Aug 2026 in math.FA and math.DS | (2608.19499v1)

Abstract: It is known that generalized hyperbolicity implies the shadowing property for invertible bounded linear operators on a Banach space. Whether the converse holds has been a central open problem in linear dynamics and has been conjectured to have a positive answer. We show that this conjecture fails on general Banach spaces by constructing a counterexample, whereas it holds on separable Hilbert spaces. The distinction is explained by the gap that may occur on Banach spaces between surjectivity and right invertibility, a gap that disappears on Hilbert spaces. The main ingredients of the proofs are a recent spectral characterization of shadowing in terms of the surjective spectrum and a new characterization of generalized hyperbolicity in terms of right resolvent functions near the unit circle.

Authors (1)

Summary

  • The paper proves that the generalized hyperbolicity conjecture for shadowing does not hold on general Banach spaces but does hold on separable Hilbert spaces.
  • Different behavior on Hilbert and Banach spaces is traced to spectral properties, specifically the inclusion $\sigma_s(T) \subseteq \sigma_r(T)$ on Banach spaces which becomes equality on Hilbert space
  • The dichotomy is rooted in the complementability of kernels or the coincidence $\sigma_s(T) = \sigma_r(T)$

The generalized hyperbolicity conjecture for shadowing asked whether every invertible bounded linear operator on a complex Banach space that has the shadowing property must be generalized hyperbolic. This paper by Mihály Pituk settles the question with a two-part answer: the conjecture fails on general Banach spaces, but holds on separable Hilbert spaces (2608.19499). The dichotomy is traced precisely to the possible strictness of the inclusion σs(T)σr(T)\sigma_s(T)\subseteq\sigma_r(T) on Banach spaces, an inclusion that becomes equality on Hilbert spaces.

Background and the conjecture

For TGL(X)T\in GL(X) acting on a complex Banach space XX, a δ\delta-pseudotrajectory (xn)nZ(x_n)_{n\in\mathbb{Z}} satisfies xn+1Txnδ\|x_{n+1}-Tx_n\|\le\delta; the shadowing property requires that every δ\delta-pseudotrajectory be ϵ\epsilon-shadowed by an exact orbit TnvT^nv uniformly over all nZn\in\mathbb{Z}, for arbitrarily small TGL(X)T\in GL(X)0. Generalized hyperbolicity, introduced by Bernardes et al., weakens classical hyperbolicity: it requires a decomposition TGL(X)T\in GL(X)1 into closed invariant-under-the-appropriate-semigroup subspaces with TGL(X)T\in GL(X)2, TGL(X)T\in GL(X)3, and spectral radii TGL(X)T\in GL(X)4, TGL(X)T\in GL(X)5. Classical hyperbolicity additionally demands TGL(X)T\in GL(X)6 and TGL(X)T\in GL(X)7.

It was known since Bernardes et al. that generalized hyperbolicity implies shadowing, and the converse had been posed as Problem 5.0.3 of D'Aniello–Darji–Maiuriello and repeatedly stated as a conjecture in the literature (Antunes–Mantovani–Varão, Lee–Morales). Partial evidence existed: bilateral weighted shifts on TGL(X)T\in GL(X)8 and TGL(X)T\in GL(X)9 satisfy the equivalence, as do large classes of composition operators on XX0.

Spectral characterization of shadowing

A central input is the recent characterization due to Dragičević and Pituk: for XX1 on a Banach space, XX2 has the shadowing property if and only if XX3, where XX4 is the unit circle. On Hilbert spaces this reduces to the right-spectrum condition XX5, because every closed subspace of a Hilbert space is complemented, forcing XX6. On general Banach spaces surjectivity does not imply right invertibility — XX7 is right invertible exactly when it is surjective and XX8 is complemented — so XX9 can occur. This gap is the entire source of the counterexample.

A new characterization via right resolvent functions

The paper's structural contribution is a criterion for generalized hyperbolicity expressed through right resolvent functions. A right resolvent function on an open set δ\delta0 is a continuous δ\delta1 satisfying δ\delta2 together with the full resolvent equation δ\delta3. This is stronger than a holomorphic family of right inverses, whose existence on any connected open subset of δ\delta4 follows from Allan's theorem but which need not obey the resolvent equation.

Main theorem C: δ\delta5 is generalized hyperbolic if and only if there exists δ\delta6 such that δ\delta7 admits a right resolvent function on the annulus δ\delta8.

The necessity direction is constructive: given the decomposition δ\delta9, the explicit Laurent-type series

(xn)nZ(x_n)_{n\in\mathbb{Z}}0

(with (xn)nZ(x_n)_{n\in\mathbb{Z}}1 the projection onto (xn)nZ(x_n)_{n\in\mathbb{Z}}2 along (xn)nZ(x_n)_{n\in\mathbb{Z}}3) converges uniformly on compact subannuli by Gelfand's formula, satisfies the right-inverse identity, and its range equals the closed subspace (xn)nZ(x_n)_{n\in\mathbb{Z}}4 independently of (xn)nZ(x_n)_{n\in\mathbb{Z}}5; this common-range property forces the projection identity (xn)nZ(x_n)_{n\in\mathbb{Z}}6 to have constant range, from which the resolvent equation is derived algebraically. Conversely, expanding a right resolvent function into its Laurent series and matching coefficients yields a projection (xn)nZ(x_n)_{n\in\mathbb{Z}}7 whose ranges give the decomposition, with coefficient estimates (xn)nZ(x_n)_{n\in\mathbb{Z}}8 producing (xn)nZ(x_n)_{n\in\mathbb{Z}}9 and xn+1Txnδ\|x_{n+1}-Tx_n\|\le\delta0.

An immediate corollary is that generalized hyperbolic operators satisfy xn+1Txnδ\|x_{n+1}-Tx_n\|\le\delta1, recovering the known implication "generalized hyperbolic xn+1Txnδ\|x_{n+1}-Tx_n\|\le\delta2 shadowing" via the surjective-spectrum characterization.

Counterexample on a Banach space

Theorem A constructs xn+1Txnδ\|x_{n+1}-Tx_n\|\le\delta3 with xn+1Txnδ\|x_{n+1}-Tx_n\|\le\delta4 and an operator xn+1Txnδ\|x_{n+1}-Tx_n\|\le\delta5, where xn+1Txnδ\|x_{n+1}-Tx_n\|\le\delta6 involves the quotient map xn+1Txnδ\|x_{n+1}-Tx_n\|\le\delta7 and the backward shift xn+1Txnδ\|x_{n+1}-Tx_n\|\le\delta8 on xn+1Txnδ\|x_{n+1}-Tx_n\|\le\delta9. The design rests on two facts about δ\delta0: it is surjective, indeed δ\delta1 is surjective for all δ\delta2 (the nonzero case handled via the forward shift δ\delta3 and Neumann inversion of δ\delta4); yet δ\delta5 admits no bounded linear right inverse, because such a right inverse would compose to one for δ\delta6, contradicting Phillips' classical theorem that δ\delta7 is uncomplemented in δ\delta8.

The doubling construction makes δ\delta9 explicitly invertible (ϵ\epsilon0). For ϵ\epsilon1, surjectivity of ϵ\epsilon2 reduces to surjectivity of ϵ\epsilon3 with ϵ\epsilon4, so ϵ\epsilon5 and ϵ\epsilon6 has shadowing. Conversely, a bounded right inverse of ϵ\epsilon7 would yield one for ϵ\epsilon8 via the embedding ϵ\epsilon9, so TnvT^nv0 and, by the corollary of Theorem C, TnvT^nv1 is not generalized hyperbolic. The author notes that Theorem A was proved independently by Messaoudi et al. (Messaoudi et al., 17 Aug 2026).

Positive result on separable Hilbert spaces

Theorem B proves that on a separable complex Hilbert space, shadowing implies generalized hyperbolicity. Given shadowing, Corollary (right spectrum off TnvT^nv2) provides TnvT^nv3 for some TnvT^nv4. The key additional step is showing that the nullity function TnvT^nv5 is locally constant on TnvT^nv6: near TnvT^nv7, the family TnvT^nv8 gives right inverses, the associated projections TnvT^nv9 have constant range nZn\in\mathbb{Z}0, and each kernel is isomorphic to the fixed quotient nZn\in\mathbb{Z}1; Hilbert-space isomorphisms preserve dimension. Since nZn\in\mathbb{Z}2 is connected, the nullity is constant there, so Proposition 9.17 of Apostol–Fialkow–Herrero–Voiculescu supplies a genuine right resolvent function, and Theorem C delivers the decomposition.

Two remarks qualify this argument. First, separability enters through the Apostol et al. proposition; the paper leaves open whether Theorem B extends to nonseparable Hilbert spaces. Second, Messaoudi et al. had earlier established equivalence between shadowing and pseudo-hyperbolicity on Hilbert spaces, but pseudo-hyperbolicity omits the closed direct-sum decomposition requirement and therefore does not resolve the conjecture.

Limitations and open questions

The paper concedes two points plainly. The positive theorem requires separability of the underlying Hilbert space, and removing this hypothesis remains open. Additionally, the counterexample necessarily exploits a non-complemented kernel structure tied to Phillips' theorem, so the failure of the conjecture cannot occur in settings where surjectivity and right invertibility coincide; whether analogous failures arise for other classes of Banach spaces where nZn\in\mathbb{Z}3-type obstructions are absent is not addressed.

Conclusion

The paper resolves the generalized hyperbolicity conjecture for shadowing in full: negatively on general Banach spaces via an explicit invertible operator built from the quotient map nZn\in\mathbb{Z}4, positively on separable Hilbert spaces. The technical core is the right-resolvent characterization of generalized hyperbolicity (Theorem C), which converts a functional-analytic condition on an annulus around nZn\in\mathbb{Z}5 into a spectral-radius estimate for a pair of restrictions. The resulting picture identifies complementability of kernels — equivalently, the coincidence nZn\in\mathbb{Z}6 — as exactly the mechanism separating the affirmative and negative cases.

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