Part III
Back to broader themes
More on time-varying expected returns
20. Endogenous return and risk: Feedback effects on expected returns
21. Forward-looking measures of asset returns
22. Interpreting carry or non-zero yield spreads
23. Survey-based subjective return expectations
24. Tactical return forecasting models
Seasonal, cyclical, and secular return patterns
25. Seasonal regularities
26. Cyclical variation in asset returns
27. Secular trends and the next 20 years
Investment lessons
28. Enhancing returns through managing risks, horizon, skill, and costs
29. Takeaways for long-horizon investors
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