Michele Mazzoleni

Michele Mazzoleni is vice president, macro research, for Research Affiliates.

Features and News

Research Affiliates: US Inflation: The Expectations Game

Investors should prepare for the Fed reaching its inflation target sooner than what’s suggested by popular indicators.

Features and News

Is A Stronger US Dollar Really Bad News? 3 Myths About Emerging Markets

Current emerging market valuations appear to provide the perfect battleground for value investors.

Features and News

Research Affiliates: Gimme Shelter: The US Dollar Trade And Its Risks

Historical diversification benefits may induce investors to concentrate their risk exposure toward the U.S. economy.

Features and News

Gimme Shelter: The U.S. Dollar Trade And Its Risks

Diversification should encourage investors to consider whether it is worth concentrating their risk exposure toward the U.S. economy, says Research Affiliates