Rob Arnott – Links Between U.S. Stock Returns And U.S. Presidents Are Bogus

Johnny HopkinsRob Arnott Comments

A new report released by Rob Arnott and the team at Research Affiliates shows that investors should exercise extreme caution when interpreting historical investment data as it relates to politics. Here’s an except from that report: Our results underscore the importance of exercising caution when interpreting historical investment data, including as it relates to politics.  As Harvey, Liu, and Zhu … Read More

Rob Arnott: How “Smart Beta” Investing Can Become Dumb Investing

Johnny HopkinsRob Arnott Comments

One investor and writer that we follow closely here at The Acquirer’s Multiple is Rob Arnott. Arnott is the founder and chairman of Research Affiliates. He’s also the portfolio manager on the PIMCO All Asset and All Asset All Authority family of funds and the PIMCO RAE™ suite of funds. Earlier this year, Arnott and his colleagues at Research Affiliates … Read More