By Jack Forehand — With so many great investing podcasts out there, it can be difficult to identify the best ones. Through our new Podcasts of the Week segment, I…
Tag: Rob Arnott
Arnott Says U.S. Stocks are "Dead Money"
The founder and CEO of Research Affiliates argues that investors should load up on emerging market stocks and sell off overpriced U.S. equities, according to a recent Barron’s article. In…
Smart Beta Investing May Not Be So Smart
A new study has raised questions as to whether smart beta mutual funds, which are on course to reach $1 trillion in assets by the end of 2017, are as…
Index Fund Pioneer Warming to Computer-Generated Trading
Princeton economics professor Burton Malkiel, who started the first passive index fund for Vanguard in 1976, has experienced a “remarkable change of heart,” according to a recent article in the…
Rob Arnott Says U.S. Stock Valuations Are a Worry
Rob Arnott, founder and CEO of Research Affiliates, says investors should “avoid U.S. stocks and buy emerging market equities to outperform in the coming years,” according to a recent CNBC…
Rob Arnott Questions Use of the Smart Beta Strategies He Pioneered
Rob Arnott, founder of Research Affiliates LLC, published a paper earlier this month in which he questions the use of some “smart beta” investment strategies he pioneered, according to a…
The Math of Stock Picking Works Against Active Managers
The concentration of gains in a minority of index fund holdings—a statistical concept called positive skew—makes it extremely difficult for active managers to beat benchmarks, according to a recent Bloomberg article. Research…
Asness versus Arnott: The Factor Timing Debate Continues
AQR Management founder Cliff Asness continues to argue that factor timing is “deceptively difficult,” contrary to what Rob Arnott of Research Affiliates would have you believe, says a recent article…
Rob Arnott Says Clock is Ticking on Smart Beta ETFs
A smart-beta pioneer, Rob Arnott of Research Affiliates warns that these investment vehicles are in a bubble, says an article in last week’s Bloomberg. Smart-beta ETFs organize securities based on…
Arnott: Emerging Markets Hold Promise
Although EM stocks have taken a beating in recent years, things may be looking up, writes Validea CEO John Reese in this week’s TheStreet. Reese offers insight from Research Affiliate’s…