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The Review of Asset Pricing Studies Vol. 11 No. 4 2021

Are Monthly Market Returns Predictable?

Jussi Keppo1; Tyler Shumway2; Daniel Weagley3

1 National University of Singapore · 2 Brigham Young University · 3 Georgia Institute of Technology

Abstract

We document significant persistence in the market timing performance of active individual investors, suggesting that some investors are skilled at timing. Using data on all trades by active Finnish individual investors over almost 15 years, we also show that the net purchases of skilled versus unskilled investors predict monthly market returns. Our results lend credibility to the view that market returns are predictable, without having to specify which variables active investors use to successfully time the market.

DOI
10.1093/rapstu/raab010
Volume
11
Issue
4
Pages
806-836
Language
en
Sources
openalex openalex bibtex:phds-export.bib crossref

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