Economic Growth and Equity Returns
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Published version
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http://hdl.handle.net/11250/2579750Utgivelsesdato
2012Metadata
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Sammendrag
We study the links between economic growth and equity market returns to evaluate whether structural changes to global growth composition have implications for longer-term strategic allocations. In particular, we assess whether the projected rise in emerging markets’ share of the world economy warrants an allocation to emerging asset markets that deviates from market weights.
Beskrivelse
This paper was part of the NBIM memo ”On equity investments” (February 2012).
Utgiver
Norges Bank Investment ManagementSerie
Discussion note;5/2012Diskusjonsnotat;5/2012