Economics and Investment Markets

Free CFA Level II lesson in Portfolio Management. 12 min read, ~1,842 words.

Nominal risk-free rate = real rate + expected inflation + term premium. Forward-looking ERP (DDM-based) is preferred over historical, historical is inflated by survivorship bias and non-repeatable P/E expansion. Taylor rule: policy rate = r* + inflation + 0.5(inflation - target) + 0.5(output gap). Business cycle drives asset allocation: early...

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