Back in 2016, founder of Research Affiliates Rob Arnott was cautioning against multi factor strategies. Times have changed, and he’s now advising investors to buy into them, according to an…
Tag: Rob Arnott
Show Us Your Portfolio: Rob Arnott
In this episode we speak with Research Affiliates founder Rob Arnott about how he manages his personal portfolio. We talk about how Rob thinks about the role of both bonds…
10 Lessons From Our 5 Most Popular Podcasts of 2021 - Rob Arnott, Michael Mauboussin, Ben Inker, Cullen Roche, Tobias Carlisle
Our goal when we started the Excess Returns podcast was to hopefully use the platform to help educate investors, and to learn ourselves in the process. Initially, we didn’t have…
Five Lessons Our Podcast Guests Would Teach Your Average Investor
By Jack Forehand, CFA, CFP® (@practicalquant) — One of the things many podcasts have in common is a standard closing question that they ask all their guests. For most of the history of…
Rob Arnott’s Big Bet on Emerging Markets
Research Affiliates founder Rob Arnott said he has loaded more than half of his liquid investments into emerging markets value stocks, and that the bet is paying off big. This…
Rob Arnott, founder of Research Affiliates, on Inflation, Bubbles and the Future of Value Investing
Although the word unprecedented tends to be overused, we are seeing many things in the market currently that many of us haven’t seen before. Fiscal stimulus has increased to levels…
The Three Keys to Understanding Investing Bubbles (Ep. 84)
With the stock market at all-time highs and returns over the past year some of the best in history, the word “bubble” is getting thrown around more and more by…
Rob Arnott on Value Investing Outlook
In a recent interview on a Spark Disruptors virtual panel, Rob Arnott of Research Affiliates offered insights and expectations related to value investing. Here are key takeaways from his comments:…
Rob Arnott Talks Bubbles and Separating Plausible from Possible
In a recent interview on the Bloomberg What Goes Up podcast, Research Affiliates co-founder Rob Arnott talks about today’s market conditions and shares insights on navigating bubble territory. Here are…
“Godfather” of Smart Beta Talks Emerging Markets and “Maverick Risk”
Rob Arnott advises clients to put as much into emerging markets value stocks as they’re comfortable with. “For most,” he says, “that’s a 5%-10% allocation, and that’s enough to move…