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- Article
- Abstract
- PERSPECTIVES
- DECADES OF RISING ASSET VALUATIONS AND FALLING ASSET YIELDS
- INVESTOR RESPONSES TO THE LOW EXPECTED RETURN CHALLENGE: REACH FOR RETURN, ESPECIALLY THROUGH PRIVATE ASSETS
- WHAT CHANGED IN 2022? KEY MACRO DEVELOPMENTS AND A REVISED OUTLOOK ON EXPECTED ASSET RETURNS7
- RELATIVE WINDS CHANGE FOR LONG–SHORT STRATEGIES
- UNDERSTANDING THE ROLLERCOASTER RIDE OF THE VALUE-VS.-GROWTH STRATEGY
- RISK-MITIGATORS FOR EQUITY DRAWDOWNS: TREND IS YOUR FRIEND
- ACKNOWLEDGMENTS
- ENDNOTES
- REFERENCES
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