Rob Arnott of Research Affiliates and PIMCO is finding value in emerging market stocks and high-yield bonds. Arnott tells Brett Arends of The Wall Street Journal that emerging-market stocks have…
Tag: Rob Arnott
Top Forecasting Model Offers Bad News
Wondering how the stock market will do over the next 10 years? MarketWatch’s Mark Hulbert says one pretty reliable forecasting model has a disappointing answer. Hulbert says that the model…
Arnott Sees Opportunities in Emerging Markets
Rob Arnott of Research Affiliates and PIMCO says emerging markets continue to offer some of the better investing opportunities. “Emerging markets, for the most part, don’t have large deficits; for…
Arnott Likes EMs Over U.S. -- For Stocks And Gov't Bonds
Fundamental indexing guru Rob Arnott says U.S. stocks aren’t cheap, and thinks emerging market equities are offering much more value. “U.S. stocks are actually pretty expensive today, and here’s why,”…
Arnott on the Courage to Rebalance
While most investors feel crushed when major bear markets hit, Rob Arnott says that they are missing a key point that turns conventional thinking on its head. In a piece…
Arnott Looks to Emerging Markets, Thanks to Demographics, Deficits
PIMCO’s Rob Arnott says a major demographic shift means bad news for U.S. markets in the coming decades, though he says smart baby boomers will still be able to hit…
Arnott On Why It Wasn't A Lost Decade
The “Lost Decade”: It’s a moniker that many stock market commentators have applied to the 2000s, a decade in which we saw two major bear markets and the S&P 500…
Arnott: We're In Recession; Emerging Markets Attractive
Rob Arnott of PIMCO and Research Affiliates says there are “pretty high odds” that the economy is in the second dip of a double-dip recession, and thinks emerging market stocks…
Arnott on The Simple, "Uncomfortable" Truisms
Rob Arnott of PIMCO and Research Affiliates says that he expects developed world growth to significantly lag emerging market growth in the coming years — and says investors should take…
Arnott on Why the Valuation Picture Is Troubling
Interest rates and inflation have a much greater role in stock market valuations than you might think, and that means the stock market is on a “very dangerous” path, according…