TACTICAL ASSET ALLOCATION

Business conditions and expected returns on stocks and bonds

1989 • 4,137 citations

On Market Timing and Investment Performance Part II: Statistical Procedures for Evaluating Forecasting Skills

2015 • 1,341 citations

Inflation, Rational Valuation and the Market

1979 • 942 citations

On Market Timing and Investment Performance Part I: An Equilibrium Theory of Value for Market Forecasts

2011 • 555 citations

Testing for market timing ability

1987 • 248 citations

The Performance of Tactical Asset Allocation

1991 • 25 citations

Theories of aggregate stock price movements

1984 • 23 citations

Investor Wealth Measures and Expected Return

1990 • 14 citations