Rob Arnott Makes a Case for Stocks Cut From Indexes

The founder and chairman of Research Affiliates has created an index of companies that have been removed from popular indexes.

TwitterTwitterTwitter
Advisor
Reviewed by: Paul Curcio
,
Edited by: Kent Thune
Podcast icon

Rob Arnott talks with etf.com Wealth Management Editor Jeff Benjamin about the overlooked value of companies that are cut from broad market indexes and how market forces drive these stocks higher.

Why nobody has wrapped this strategy inside an ETF until recently is confounding to Arnott, but he’s okay with the first-mover advantage.

Beyond the Research Affiliates Deletions ETF (NIXT), Arnott also shares his outlook for markets and the economy under President Trump’s second term.

Spoiler alert: Arnott isn’t too worried about tariffs driving inflation, but he does have a somewhat dire outlook for stocks over the next few years.

Here’s a link for folks looking for more information on the NIXT strategy.

If you have an idea for a future episode or would like to be a guest on the Advisor Insider podcast, email [email protected].

Join etf.com’s Wealth Management Editor, Jeff Benjamin, and special guests from the ETF industry in discussions that cater to financial advisors seeking a deep dive into the world of investments and portfolio management! Guests will include financial advisors, ETF issuers, and representatives from across the financial services landscape, that will provide a comprehensive perspective on navigating the dynamic world of portfolio management. You can expect to hear industry experts share their insights on strategies, product utilization and the newest concepts shaping today’s wealth management. Tune in for practical wisdom, expert discussions and valuable takeaways to elevate your advisory practice. 

LISTEN AND SUBSCRIBE ON: Apple Podcast | Spotify | Amazon Music

Loading