14:30–15:15

Forecasting Long-Term Portfolio Returns: The Efficient Valuation Hypothesis

Niall Gannon
Private Wealth Advisor
The Gannon Group

  • What is the “expectations gap,” and why does it matter?
  • Can earnings yields be predictive of future returns in an equity portfolio?
  • What does research tell us about the “random walk”?

Topical Track: Capital Markets