We recently highlighted data about the changing demographic make-up of the U.S., and the issue of what that means for the economy and stock market. Now, a new study shows…
Tag: Rob Arnott
The Shiller P/E: In Need of a Revision?
Does the “Shiller P/E” need a revamp? Some well-known strategists say yes, but others — including Yale Economist Robert Shiller himself — say no. While most strategists and publications use…
Arnott: Now Not Time to Add Risk
Research Affiliates’ Rob Arnott says the U.S.’s debt problems may not come home to roost in the short term, but they have him very concerned about the long term. “I…
Arnott Still Focused on Inflation, Not Deflation
While many investors and commentators have raised fears of deflation recently, Rob Arnott of PIMCO and Research Affiliates still has his eye on potential inflation — and the opportunities it…
Arnott: Investors Looking in Wrong Places for Sovereign Debt
In his latest newsletter (click here for a PDF version), Research Affiliates’ Rob Arnott offers some interesting data on sovereign debt — data that indicates many investors are buying up…
Arnott Sees Slip Back into Recession -- and then Big Opportunities
Research Affiliates’ Rob Arnott says he thinks the expiration of the Bush Administration tax cuts at the end of this year will be the catalyst for another recession, and that…
Arnott Sees Double-Dip -- and Inflation -- on Horizon
In Consuelo Mack’s latest WealthTrack interview, Research Affiliates’ Rob Arnott discusses the “fundamental indexing” system he developed, and talks about where he sees the market going from here. Arnott, whose…
Arnott Sees "Another Tough Slog" in Coming Decade
While many are predicting that the coming decade will feature some strong bounce-back gains for stocks after a poor 2000s, Rob Arnott of Research Affiliates says not to count on…
Arnott on Why the 2000s Didn't Have to Be a "Lost Decade"
It’s no secret that the 2000s was a bad decade for the major U.S. stock market indices. The S&P 500 lost an average of 1% per year, some 3.6 percentage…
Arnott, Inker: Tough Finding Values in Stocks -- or Bonds
With a variety of assets — from stocks to bonds to gold — up significantly this year, two top asset allocation strategists are urging a conservative approach heading into 2010.…