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…
Tag: Rob Arnott
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…
Rob Arnott is Pro-Emerging Market Investment
Countries don’t have to be great to see significant market growth, according to Research Affiliates’ CEO Rob Arnott as explained in a recent Investment News article. In fact, the article…
Waiting to Exhale: What Lies Ahead After the Brexit Vote?
“The healthy economy is one that makes its own decisions,” says Rob Arnott of Research Affiliates concerning possible fallout from Britain’s vote to stay or leave the European Union. In…
Asness and Arnott Talk Market Timing, Smart Beta and Behavioral Biases
Maybe not always. At least that was the upshot of a debate between Cliff Asness of AQR and Rob Arnott of Research Affiliates, panelists at the recent Morningstar conference in…
Are Formula-based Investment Strategies Necessarily “Smart”?
The word “smart” is thrown around a lot these days to describe phones, tables, and a host of other gadgets intended to make our life easier. But, as we know,…
Time to Bottom Feed Across the Pond
The U.S. stock market is expensive and bond yields aren’t far from record lows. European and emerging market stocks, on the other hand, have approached stomach-turning status, says Jason Zweig…
Four Conditions Reminiscent of 1999
Rob Arnott, founder and chairman of Research Affiliates, says that the recent market environment is reminiscent of 1999, just before the tech bubble burst. Writing in Barron’s, Arnott argues that…
Asness vs. Arnott on Smart Beta, Factor Timing, and Performance Chasing
Cliff Asness, co-founder of AQR Capital Management, added fuel to the debate over “smart beta” investing with a recent paper attacking arguments made by Rob Arnott of Research Affiliates. Arnott,…
Diversification & Rock Bottom Valuations In the Third Pillar
Rob Arnott and Christopher Brightman of Research Affiliates recently discussed the allocation and performance of PIMCO All Asset Fund, which goes outside mainstream investments into what they describe as the…