GMO: American Unexceptionalism
by Ben Inker and John Pease, Research Affiliates Executive Summary Investors today take for granted that the S&P…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
False Choices, Real Costs: Structural Flaws in the Growth–Value Duality
by Omid Shakernia & Que Nguyen, Research Affiliates Key Points This article is a companion to the longer…
Expand Your Mind and Your Commodity Universe
by Ben Chen, Jim Masturzo, Research Affiliates Key Points Expanding the commodity universe beyond the traditional index constituents…
Passive Aggressive: The Increasing Risks of Passive Dominance
by Chris Brightman, Campbell Harvey, Forrest Henslee, Research Affiliates Key Points Passive capitalization-weighted index funds now surpass active…
Walking the Tightrope: Trend Following’s Tricky Tradeoffs
by Jim Masturzo, Partner, Chief Investment Officer, Multi-Asset Strategies, Research Affilates Key Points Trend-following strategies can offer attractive,…
Gold $5,000?
by Campbell Harvey, PhD Partner, Senior Advisor, Director of Research, Research Affiliates Key Points Gold’s recent price surge…
Adventures of The OG Quant
by Rob Arnott, Research Affiliates The title was chosen by me, not Dean. He’s too humble to call…
Trump 2.0: The Deregulation Agenda – No New Rules?
by Que Nguyen, Research Affliates Key Points Deregulation will be central to President Trump’s second-term policy agenda, just…
The Greatest Scourge in Factorland: Revaluation Alpha = Fake Alpha (JPM Series)
by Rob Arnott, Research Affiliates Key Points Alpha is not merely a simple risk-adjusted return difference; rather, it…
The Fed's Wait, Wait, Wait, Then Drip, Drip, Drip Strategy. Can We Achieve a Soft Landing?
by Campbell Harvey, Research Affiliates Key Points The inverted yield curve indicator that I developed in my dissertation,…
Long Periods of Boredom
by Que Nguyen, Research Affiliates Trench warfare in the early 20th century has been described as long periods of…
Revisiting Our “Horribly Wrong” Paper: That Was Then, This Is Now
by Rob Arnott and Amie Ko, Research Affiliates Key Points Nearly seven years have passed since the publication…
Price-to-Fantasy Ratio: Self-Deception with Forward Operating Earnings
by Chris Brightman, and Robert Arnott, Research Affiliates A common error of earnings1 aggregation from stocks to the…
Robert Arnott: How Transitory is 8% Inflation?
by Robert Arnott and Omid Shekernia, Research Affiliates Copyright © Research Affiliates
History Lessons: How “Transitory” Is Inflation?
by Rob Arnott, Omid Shakernia, Research Affiliates Key Points The US Federal Reserve Bank’s expectations for the speed…
