In this webcast presentation, Clifford S. Asness discusses:
• What is the ERP, and is it different from what it was in the past?
• The link between the ERP, earnings growth, and dividends.
• Why the Fed model is a poor predictor of long-term
Clifford S. Asness discusses:
- What is the ERP, and is it different from what it was in the past?
- The link between the ERP, earnings growth, and dividends.
- Why the Fed model is a poor predictor of long-term real stock returns.
Please note that text may be difficult to read in this recording. The presentation slides are available for download in the video player.