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On the Predictability of Stock Returns: An Asset-Allocation Perspective / Shmuel Kandel, Robert F. Stambaugh.

NBER Working papers Available online

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Format:
Book
Author/Creator:
Kandel, Shmuel.
Contributor:
National Bureau of Economic Research.
Stambaugh, Robert F.
Series:
Working Paper Series (National Bureau of Economic Research) no. w4997.
NBER working paper series no. w4997
Language:
English
Physical Description:
1 online resource: illustrations (black and white);
Other Title:
On the Predictability of Stock Returns
Place of Publication:
Cambridge, Mass. National Bureau of Economic Research 1995.
Summary:
The predictability of monthly stock returns is investigated from the perspective of a risk-averse investor who uses the data to update initially vague beliefs about the conditional distribution of returns. The optimal stocks-versus-cash allocation of the investor can depend importantly on the current value of a predictive variable, such as dividend yield, even though a null hypothesis of no predictability might not be rejected at conventional significance levels. When viewed in this economic context, the empirical evidence indicates a strong degree of predictability in monthly stock returns.
Notes:
Print version record
January 1995.

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