Rising Risk of Stagflation
by Chris Brightman, Research Affiliates Key Points Trillions of dollars of deficit spending financed by money creation over…
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...
ESG Is a Preference, Not a Strategy
by Brent Leadbetter, Ari Polychronopoulos, Research Affiliates Key Points A portfolio’s return is driven by its investment strategy—a…
Inflation Is Here! What Now?
by Chris Brightman, Research Affiliates Key Points Inflation is rising rapidly, not an unexpected outcome given governments’ 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…
