Rob Arnott: This Is An Opportunity-Rich Environment

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In his recent interview with Excess Returns, Rob Arnott of Research Affiliates presented compelling research that challenges conventional economic wisdom while providing valuable perspectives into current market conditions. “Stimulus always involves picking winners and losers and therefore is always likely to be at least moderately misguided,” Arnott says, dismantling the … Read More

Rob Arnott: Unlock 20% Returns From Unloved Underdogs

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During his recent interview on the Meb Faber Podcast, Rob Arnott discusses the inefficiencies in cap-weighted indexation, particularly around additions and deletions in indexes like the S&P 500 and Russell. Stocks added to indexes tend to be overpriced and underperform, while deleted stocks, often deeply discounted, tend to outperform by … Read More

Rob Arnott: Value Is Now Ahead Of Growth Decade-To-Date

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During his recent interview with Barron’s Live, Rob Arnott discussed value is now ahead of growth decade-to-date. Here’s an excerpt from the interview: Arnott: Now here’s a surprise. How many of our listeners believe that including the value crash in the COVID market where value in the first eight months … Read More

Rob Arnott: The Value Effect Is Alive And Well

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In his recent interview with Real Vision, Rob Arnott explains why the value effect is alive and well. Here’s an excerpt from the interview: Arnott: Part of it is probably fed accommodation, and a large chunk of it is narrative that the marketplace embraces the notion that tech provides are … Read More

Rob Arnott: Smart Money Has Gotten Dumb

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In his latest interview on the FEG Insight Bridge Podcast, Rob Arnott discusses why smart money has gotten dumb. Here’s an excerpt from the interview: Well, it’s funny the way you frame that question. My son, who’s in his mid-30s, came to me about 18 months ago and asked my … Read More

Rob Arnott: You Need Courage To Invest In Value Stocks

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In his recent interview on WealthTrack, Rob Arnott discussed the courage needed to invest in value stocks. Here’s an excerpt from the interview: Arnott: With value investing you’re always buying companies that are out-of-favor and unloved, so that’s one element that requires courage. Chasing the most popular and beloved companies … Read More