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CFA Level 3
Portfolio Management and Wealth Planning

Estimating Future Equity Returns

Very Easy Economic Analysis Capital Market Expectations

As a newly appointed financial analyst at your firm, you are required to develop a basic understanding of capital market expectations. One key aspect of this is determining the expected return on equities based on historical data. You recall that historically, equities have delivered a premium over risk-free rates. Which of the following statements correctly describes an essential principle when estimating future equity returns?

Hint

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% Correct77%