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…
Tag: Rob Arnott
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…
Rob Arnott Expects Miniscule Returns in Next Decade
In contrast to the average 16% annualized returns the S&P 500 delivered over the past 11 years, Research Affiliates founder Rob Arnott expects paltry returns in the coming decade. This…
Rob Arnott is All in On Value
In a recent interview with CityWire, Research Affiliates chairman and founder Rob Arnott explains why value investing has suffered from the coronavirus pandemic but says it isn’t time to run…
Arnott: Market Shift Coming in 2020
Research Affiliates chairman Rob Arnott sees a major market shift on the horizon that could present a “spectacular “opportunity for value investors. This according to an article in CNBC. In…
Rob Arnott Talks About a Fanmag Bubble
In a recent interview with Financial News, Research Affiliates partner Rob Arnott argued that the surge in valuations of the largest U.S. tech stocks is unlikely to continue, adding that…
Rob Arnott Claims Victory on Factor Crowding
Research Affiliates Co-Founder Rob Arnott is feeling “redeemed” after the rotation earlier this month from growth to value outperformance, according to an article in Bloomberg that says, “it smacks of…
Rob Arnott on Indexing
A recent article in Barron’s outlines recent research by “modern-day Socrates” Rob Arnott, founder of Research Affiliates, which suggests “index-fund managers are willfully ignoring low-hanging alpha—the ability to beat the…