Research Affiliates: Rising Risk of Stagflation
by Chris Brightman, Research Affiliates Key Points Trillions of dollars of deficit spending financed by money creation over…
Prepare, Donât Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that wonât come down anytime soon, and the growing correlation between stocks and bonds...
Rising Risk of Stagflation
by Chris Brightman, Research Affiliates Key Points Trillions of dollars of deficit spending financed by money creation over…
ESG Is a Preference, Not a Strategy
by Brent Leadbetter, Ari Polychronopoulos, Research Affiliates Key Points A portfolioâs return is driven by its investment strategyâa…
Inflation Is Here! What Now?
by Chris Brightman, Research Affiliates Key Points Inflation is rising rapidly, not an unexpected outcome given governmentsâ pandemic…
Did I Miss the Value Turn?
by Robert Arnott, Vitali Kalesnik, Lillian Wu, Research Affiliates Key Points After a prolonged period of underperformance, value…
