For Stock Returns, Yesterday’s Gone and Tomorrow’s Expected to Be Weak
Research Affiliates present its first quarterly update of its 10-year expectations for asset class returns, based on economic theory and empirical evidence.
Russia Needs a Re-Fi, and Is Willing to Pay Up: Research Affiliates
The smart beta shop has long maintained that hated companies, and countries, make the most profitable investments.
Millennials Heavy on Stocks Despite Risk Aversion
Investors in general are allocated heavily to stocks, but millennials in particular are overweight equities, according to ICI and EBRI.
Investment Myth-Buster: Small-Cap Stocks Don’t Bring Bigger Returns
Research Affiliates painstakingly debunks the cherished notion of a small-cap premium.
Better Odds Playing Powerball Than Picking Best Mutual Fund
Not only are the odds of picking the best funds low, investors who pick winners often dump them before their worth is proven.
Rodriguez, Faber, Arnott: Research’s 2015 Prediction Panel
John Buckingham and Nicole Gelinas round out Research’s expert investment roundtable, assessing opportunities and risks for the coming year.
Target-Date Funds’ Distorted Investing Strategy: Research Affiliates
Researcher Noah Beck says there’s a much better portfolio strategy to use than target-date funds’.
Smart Beta Is First Among Equals in Schwab’s Book
Anthony Davidow may be unique among financial executives in managing to express a viewpoint in his job title: alternative beta and asset allocation strategist.
Research Affiliates Gives Its Forecasts Away for Free
Pssst! Want some detailed portfolio ideas from a highly regarded money manager, regularly updated and for free?
Arnott: ‘100 Minus Your Age’ Asset Allocation Rule All Wrong!
Research Affiliates argues that industry and academia both deny reality in pushing young workers into stocks, particularly through target-date funds.