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Showing 1 to 4 of 4 for “"Predictive Regressions"”.

  1. Predictability in Equity Markets: Estimation and Inference

    … in equity markets. The first chapter analyses predictive regressions in a predictive system framework, where the predictor is an imperfect proxy for the expected returns. I show that when there are differences between the dynamic structure of the expected return and the predictor, the …

    goteborg Repository record for Predictability in Equity Markets: Estimation and Inference (opens in a new tab)

  2. Essays on predictability of stock returns

    … return predictability. Instead of relying on predictive regressions, I employ a state space framework. Acknowledging that expected returns and expected dividends are unobservable, I use the Kalman filter technique to extract them from the observed history of realized dividends and returns. The …

    mit Repository record for Essays on predictability of stock returns (opens in a new tab)

  3. Can we use cap rates to better allocate investments in commercial real estate in a dynamic portfolio?

    … Seeking an answer to the first question, we run predictive regressions using data for real estate "All Properties" and for all four major property types, examining the predictability power of cap rates for a forecasting horizon from one to four quarters in the future. Moreover, we examine whether …

    mit Repository record for Can we use cap rates to better allocate investments in commercial real estate in a dynamic portfolio? (opens in a new tab)

  4. Asset pricing with empirical, zero-beta, macro and state variables in international equity markets

    … models. We employ single and multiple predictive regressions to assess forecasting criteria and utilise first-stage GMM to assess the cross-sectional criteria of multifactor models. Results on the multifactor models confirm earlier findings that the applicability of gold return as a …

    salford Repository record for Asset pricing with empirical, zero-beta, macro and state variables in international equity markets (opens in a new tab)