Section
Fundamentals
23 posts
Yes. It's a Bubble. So What?
by Rob Arnott, Shane Shepherd, and Bradford Cornell, Research Affiliates Key Points The word “bubble” is tossed around…
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...
Market Perspective: Stocks Aren't So Spooky
by Liz Ann Sonders, Brad Sorensen, Jeffrey Kleintop, Charles Schwab & Company Key Points Along with new records…
Can Momentum Investing Be Saved?
by Rob Arnott Vitali Kalesnik Engin Kose Lillian Wu, Research Affiliates Key Points Simulated portfolios based on momentum…
A Smart Beta for Sustainable Growth
by Chris Brightman Mark Clements Vitali Kalesnik, Research Affiliates Key Points Traditional growth indices, designed as the inverse…
Fundamentally Speaking: Earnings at Risk
by Lance Roberts, Clarity Financial As we get into the midst of the Q2 earnings season, we can…
Smart Beta Returns (Hint: History Is Worse than Useless)
by Rob Arnott Noah Beck Vitali Kalesnik, Research Affiliates Key Points Using past performance to forecast future performance…
Research Affiliates: Peak Profits
Peak Profits by Chris Brightman, Jonathan Treussard, Mark Clements, Research Affiliates Key Points 1. S&P 500 as-reported EPS…
The Topic We Should All Be Paying Attention to (in 3 Charts)
The Topic We Should All Be Paying Attention to (in 3 Charts) by Rick Rieder, BlackRock Chief Investment Officer…
