نتایج جستجو برای: return predictability

تعداد نتایج: 89765  

Journal: :Journal of Financial and Quantitative Analysis 2017

Journal: :SSRN Electronic Journal 2017

Journal: :Social Science Research Network 2022

Journal: :Journal of Financial Economics 2018

Journal: :Journal of Finance 2022

We study return predictability using a dynamic model of speculative trading among relatively overconfident competitive traders who agree to disagree about the precision their private information. The process depends on both parameter values used by and empirically correct values. Although apply Bayes Law consistently, equilibrium returns are predictable based current past dividends prices. deri...

2007
Martin Lettau Stijn Van Nieuwerburgh

Evidence of stock-return predictability by financial ratios is still controversial, as documented by inconsistent results for in-sample and out-of-sample regressions and by substantial parameter instability. This article shows that these seemingly incompatible results can be reconciled if the assumption of a fixed steady state mean of the economy is relaxed. We find strong empirical evidence in...

2015
Dashan HUANG Guofu Zhou Dashan Huang Andy Chen Felipe Cortes Ohad Kadan Fang Liu Hong Liu Fernando Lopez Cesare Robotti Anjan Thakor

This paper investigates whether the degree of predictability can be explained by existing asset pricing models, and provides two theoretical upper bounds on the R-square of the regression of stock returns on predictors for given classes of models of interest. Empirically, we find that the predictive R-square is significantly larger than the upper bounds permitted by well known asset pricing mod...

2001
Jürg Tobler Roy Kouwenberg

The predictability of stock and bond excess returns is investigated from an investment perspective in the presence of Knightian uncertainty. Uncertainty about the return distribution is formalized with the maxmin expected utility approach of Gilboa and Schmeidler (1989). It is analyzed how risk and uncertainty aversion di¤er in their e¤ects on optimal portfolio choice. Most importantly, it is s...

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