Rob Arnott

Features and News

Research Affiliates: Is Your Alpha Big Enough To Cover Its Taxes?

Opportunities to manage pre- and after-tax alpha to realize highest-possible retuns are within reach.

Features and News

Research Affiliates: Where's The Beef? ‘Lies, Damned Lies, And Statistics’

Can we expect more sensible forward-looking returns anytime soon?

Features and News

Research Affiliates: Echoes Of 1999: The Tech Bubble & The ‘Asian Flu’

Is now the time to rotate into real-return-oriented diversifiers and value strategies?

Features and News

Research Affiliates: How Can ‘Smart Beta’ Go Horribly Wrong?

Mean reversion could wreak havoc in the world of smart beta.

Features and News

Research Affiliates: What Are We Doing To Our Young Investors?

Young workers should consider investing in a safe 'starter portfolio' within their DC plans.

Features and News

Research Affiliates: What ‘Smart Beta’ Means to Us

Despite the nomenclature, the real issue is how to best manage investor assets.

Features and News

Arnott: Demographics And The New Normal

A look at some head winds to recovery.

Features and News

Arnott: Mind The (Expectations) Gap

If our policy elite is to deliver implausible growth, it will be temporary outsized 'growth' with debt-financed consumption.

Features and News

Arnott: The Glidepath Illusion

No strategy can make up for inadequate savings or premature retirement.