Investors: Beware of the Quants
Research Affiliates argues that very few investment strategies have proven their worth over time and across markets.
ETFs to Surpass Hedge Fund Assets by 2015
“We predict annual growth rates of 15%-30% around the globe,” EY reports, according to Ron DeLegge, who will speak at ThinkAdvisor's annual ETF virtual conference.
What Pro Sports Drafts Teach About Investing
Sports are not merely recreational but educational, according to Research Affiliates analysts, who derive some insights from the experience of baseball and soccer franchise owners.
The Contrarian Play: Emerging Markets Energy Sector
Emerging markets natural resource companies can be dirty companies, but they’re dirt cheap.
Brightman, Ferri Slug It Out Over Smart Beta
Is smart beta really better beta? Research Affiliates' Chris Brightman says yes, but Rick Ferri was having none of it at a Morningstar conference debate.
Morningstar Goes to Cash
Morningstar is concerned enough about valuations in U.S. markets that the firm’s chief investment officer is keeping his unconstrained portfolio at 40% cash.
More Than 1,000 Advisors Attending Morningstar Conference; Gross, Asness Highlight Speakers
Also, Rick Ferri will dialogue with Chris Brightman of Research Affiliates—beehive of smart beta—on alternative indexing: desirable for honey or dangerous for its sting?
Which Is the Smartest Smart Beta: Equal or Fundamental Weighting?
Research Affiliates weighs in on the alternative indexing debate among smart-beta proponents.
Rob Arnott Reveals: What’s Really Smart About Smart Beta
The reception area of Rob Arnott's Research Affiliates provides a clue to the thinking behind fundamental indexing.
Can Boring Stocks Bring Investment Bliss?
Michael Finke examines the surprising advantages of low-volatility portfolios.