Research Affiliates

132 News Articles

2026

2025

2024

2023

2021

2020

2018

2017

2016

2015

2026

Que Nguyen Discusses Global Valuations and Opportunities Beyond Big Tech Earnings

Bloomberg | Que Nguyen

Jim Masturzo Explains Why Conviction Is Fraying in Crowded Trades

Bloomberg | Jim Masturzo

Rob Arnott Explains the Hidden Active Side of Indexing

Bloomberg | Rob Arnott

Jim Masturzo Weighs AI Risks in Software and the Limits of Market Narratives

Bloomberg | Jim Masturzo

Jim Masturzo Makes the Case for Diversification Beyond the U.S.

Schwab Network | Jim Masturzo

Why Markets May Be Getting Ahead of Fundamentals

Jim Masturzo Explains the Mechanics Behind a Rapid Market Rally

Bloomberg | Jim Masturzo

AI Risks in Software May Be Overstated, Says Jim Masturzo

Bloomberg | Jim Masturzo

Que Nguyen Highlights Fundamental Weighting as a Response to Concentration Risk

Barron’s | Que Nguyen

How Far Can Big Tech’s Conglomerate Premium Go?

Wall Street Journal | Que Nguyen

Defensive Sectors Stand Out as Geopolitical Risks Rise

Barron's | Que Nguyen

Que Nguyen Highlights Energy as Markets Rethink Diversification

Bloomberg | Que Nguyen

Que Nguyen and Noah Beck Assess Capital Allocation Risks in Big Tech

Barron’s | Que Nguyen

Research Affiliates’ AAI Data Highlights Valuation Gaps Behind Crowded Trades

Wall Street Journal

Que Nguyen Challenges Traditional Definitions of Value and Growth

Bloomberg | Que Nguyen

Que Nguyen Sees Valuation Discipline Returning to AI Stocks

Bloomberg | Que Nguyen

Jim Masturzo Flags Bond Yield Risks and Market Volatility

Barron’s | Jim Masturzo

Rob Arnott on Why Generational Wealth Fades

CFA Institute Research Foundation | Rob Arnott

Rob Arnott Assesses Market Implications of Shifting Fed Leadership

Wall Street Journal | Rob Arnott

Rob Arnott on Expanding Fundamental Index to Growth Stocks

WealthTrack | Rob Arnott

Jim Masturzo Reframes Inflation Expectations and Policy Assumptions

Bloomberg | Jim Masturzo

Rob Arnott Discusses Valuation Gaps, Indexing Mechanics, and Crowded Trades

Bloomberg | Rob Arnott

Rob Arnott Outlines a Disciplined Approach to Investing in 2026

Wall Street Journal | Rob Arnott

2025

Que Nguyen Examines the Latest Treasury Selloff

Bloomberg | Que Nguyen

Que Nguyen Assesses Market Conditions and Where Investors Can Still Find Value

Bloomberg | Que Nguyen

Rob Arnott Questions How Style Indexes Classify Stocks

Wall Street Journal | Rob Arnott

Que Nguyen Outlines Emerging Divergence Inside the Magnificent Seven

MarketWatch | Que Nguyen

Rob Arnott Flags Bubble Risks of Big Tech Valuations

MarketWatch | Rob Arnott

Rob Arnott Analyzes Tech Valuations Amid Growing Bubble Concerns

Fox Business | Rob Arnott

Research Affiliates’ Valuation Model Signals Headwinds for Overpriced Markets

Wall Street Journal

Que Nguyen Challenges the Idea That Market Concentration Equals Fragility

Financial Times | Que Nguyen

Research Affiliates Partners with Russell Investments to Launch Systematic Global Active Equity UCITS Fund

Que Nguyen Discusses Market Valuations and Emerging Opportunities

Bloomberg | Que Nguyen

Rob Arnott Explains How to Navigate “Priced for Perfection” Markets

Wall Street Journal | Rob Arnott

Research Affiliates on the Shifting Balance Between Active and Passive

Rob Arnott on Science, Curiosity, and Shaping Investing Innovation

Business Insider | Rob Arnott

Rob Arnott on AI, Valuations, and Market Reckonings

MarketWatch | Rob Arnott

Rob Arnott on Lessons from Past Bubbles

Bloomberg | Rob Arnott

Rob Arnott on Rethinking Passive Investing

Bloomberg | Rob Arnott

RAFI Indices Announces Launch of the Research Affiliates Cap-Weighted US ETF (RAUS)

Rob Arnott on Why Fear, Not Risk, May Lead to Better Returns

The Economist | Rob Arnott

Rob Arnott on Where To Find Market Bargains

Bloomberg | Rob Arnott

Rob Arnott on “Buying the Dip”

Financial Times | Rob Arnott

Chris Brightman on Building a Smarter Baby Fund Strategy

Barron’s | Chris Brightman

Rob Arnott’s Firm Says the Time Is Finally Right for ‘Smart Beta’

Wall Street Journal | Rob Arnott

Rob Arnott on Stimulus Spending, Inflation, and Value Opportunities

Bloomberg | Rob Arnott

Chris Brightman on the Hidden Risks of Passive Investing

Wall Street Journal | Chris Brightman

Que Nguyen on Market Dynamics and Small-Cap Opportunities

Bloomberg | Que Nguyen

Research Affiliates Expands UK Capabilities with Oliver Knight Appointment

Katrina Sherrerd Honored with 2025 Alumni Service Award

The Shipley School | Katrina Sherrerd

Campbell Harvey on Gold, Inflation, and Investment Horizons

Bloomberg | Campbell Harvey

Rob Arnott on Market Volatility and Value Investing

Bloomberg | Rob Arnott

Rob Arnott: Why Value Stocks Shine When Markets Stumble

Wall Street Journal | Rob Arnott

Rob Arnott of Research Affiliates Honored with 2025 ETF.com Lifetime Achievement Award

Rob Arnott, Founder and Chairman of Research Affiliates, was honored with the 2025 ETF.com Lifetime Achievement Award for his enduring contributions to the investment industry.

Rob Arnott Discusses Big Market Delusion on The Compound and Friends

The Compound and Friends | Rob Arnott

Rob Arnott on Smart Beta and the Magnificent 7 Rebound

Bloomberg | Rob Arnott

Que Nguyen Appears on ‘Squawk Box’ To Discuss Current Market Trends, the Economy’s Status and the Effects of Policy Uncertainty.

CNBC | Que Nguyen

Jim Masturzo on the Growing Risk in U.S. Growth Stocks

Wall Street Journal | Jim Masturzo

Rob Arnott on Unlocking Value in Dropped Index Stocks

Bloomberg | Rob Arnott

Rob Arnott on DeepSeek’s Disruption and the Risks of AI Market Euphoria

Wall Street Journal | Rob Arnott

A Decade of Fundamentals-Based Insights: Research Affiliates Showcases the Accuracy of Their Asset Allocation Interactive CMEs Tool

2024

Research Affiliates Recognized for Thought Leadership & Education at 2024 ThinkAdvisor Luminaries Awards

Chris Brightman on Post-Election Market Dynamics

Wall Street Journal | Chris Brightman

Rob Arnott Discusses Post-Election Market Resilience

CNBC | Rob Arnott

Chris Brightman Examines UK’s Fiscal Lessons for the U.S.

Bloomberg | Chris Brightman

Katrina F. Sherrerd Named a P&I 2024 Most Influential Woman in Institutional Investing

Katrina F. Sherrerd Named a P&I 2024 Most Influential Woman in Institutional Investing

Katrina F. Sherrerd, Vice Chair of Research Affiliates, is recognized as a leader in institutional investing for her 45+ years of work in ESG, DEI, and mentoring women in finance. She is celebrated for driving diversity and innovation in asset management while empowering the next generation of leaders.

RAFI Indices Announces First ETF: Research Affiliates Deletions ETF (NIXT)

Rob Arnott details stocks with surprising returns

Fox Business | Rob Arnott

RAFI Indices Launches Research Affiliates Deletions Index (NIXT)

Wall Street’s Trash Contains Buried Treasure

Wall Street Journal | Rob Arnott

RAFI Indices Launches Research Affiliates Deletions Index (NIXT)

RAFI Indices, LLC, the index company of Research Affiliates, LLC, an investment advisor and global leader in smart beta, enhanced index strategies, and asset allocation, today announced the launch of the Research Affiliates Deletions Index (NIXT). This innovative index capitalizes on the long-term price reversal of companies removed from market capitalization weighted indices, providing investors with a unique opportunity.

Que Nguyen: AI hype probably celebrates the wrong winners

Finanz und Wirtschaft | Que Nguyen

Rob Arnott shares 3 trades to exploit underappreciated 'asymmetries' in the market right now

Business Insider | Rob Arnott

Rob Arnott: Markets are priced based on narratives

CNBC | Rob Arnott

Nvidia 'seems bubbly' because it won't be able to maintain its dominant market share

Business Insider | Rob Arnott

Chris Brightman: Chinese stocks are ‘providing handsome compensation for significant geopolitical risk'

Bloomberg | Chris Brightman

Rob Arnott: On AI, 'Never Short-Sell a Bubble'

Think Advisor | Rob Arnott

Cam Harvey, The inventor of the market's most famous recession indicator says 3 factors will ensure a coming downturn isn't too painful

Business Insider | Cam Harvey

Rob Arnott: the 'big market delusion' in AI stocks

Financial Times | Rob Arnott

Bitcoin Spot ETFs Approved by SEC: A Threat to Gold Investments?

Finazen | Alex Pickard

Cam Harvey: Confident the inverted yield curve is accurately calling a slowdown in 2024

Business Insider | Cam Harvey

Chris Brightman: Avoiding a US debt crisis is 'economically easy,'

Business Insider | Chris Brightman

North American and Annexus Enhance the Secure Horizon Plus Fixed Index Annuity

Alex Pickard: Why the launch of bitcoin ETFs threatens the market for gold

MarketWatch | Alex Pickard

Katrina Sherrerd and Campbell Harvey appointed to Advisory Council for FAJ

CFA Institute | Katrina Sherrerd and Cam Harvey

Cam Harvey: The godfather of the inverted yield curve warns a recession is likely coming in 2024

Business Insider | Cam Harvey

2023

Arnott Expects Inflation to Surprise to Upside

Bloomberg | Rob Arnott

Que Nguyen discusses earning announcements and the current environment

Bloomberg | Que Nguyen

Rob Arnott discusses the Magnificent Seven on MarketWatch

MarketWatch | Rob Arnott

Rob Arnott: Seek out value to shelter from stubborn inflation

MoneyWeek UK | Rob Arnott

Cam Harvey: The Fed's inflation read is dead wrong

MarketWatch | Cam Harvey

Rob Arnott: Guru watch

MoneyWeek UK | Rob Arnott

Rob Arnott: Skip AI Stocks and Turn to Value

Institutional Investor | Rob Arnott

Rob Arnott: ‘AI is transformational. And it’s a bubble’

City Wire | Rob Arnott

Rob Arnott and Cam Harvey sound off on AI

Business Insider | Rob Arnott and Campbell Harvey

Is the yield curve lying?

Financial Times | Campbell Harvey

Fed's goal is to destroy the economy to save it: Investor Rob Arnott

Fox Business | Rob Arnott

Founder of Yield-Curve Indicator Says Recession Odds Are Rising

Bloomberg | Campbell Harvey

Can the Tech-Stock Rally Survive a Recession?

The Wall Street Journal | Chris Brightman

Campbell Harvey on CNBC Squawk Box

CNBC | Campbell Harvey

'Value investors set for a 'stupendous decade': Rob Arnott

Australian Financial Review | Rob Arnott

'Poor policy choices caused the ongoing inflation crisis,' Research Affiliates CEO says

Yahoo Finance | Chris Brightman

Talk Of A "Mild Recession" Is Very Optimistic

TD Ameritrade Network

The Yield Curve and Inflation Might Be Sending a Positive Message

Rob Arnott pioneered a stock investing technique that exploded into a trillion-dollar industry. He presents a new approach to help everyday investors beat the market, even in crises.

NYC Finance Gala Projects ‘Positive Calm’ After Bank Stock Rout

Reimagining index funds: Can classic cap-weighted indices be improved?

Financial Times

Why Rob Arnott Likes International Value Stocks

Bloomberg | Rob Arnott

Research Affiliates: That was then, this is now

Financial Investigator | Rob Arnott

Will Inflation Reignite Later This Year?

Wall Street Journal | Rob Arnott

It’s Time to Buy Foreign Assets With the Dollar Past Its Peak, Research Affiliates

The Wall Street Journal | Jim Masturzo

‘Factor Investing Is Finally Back’

Institutional Investor | Rob Arnott

Experts Forecast Stock and Bond Returns: 2023 Edition

‘Pour Money’ Into Multi-Factor Strategies, Rob Arnott Says

Barron's | Rob Arnott

Smart beta pioneer reignites debate on factor timing

IPE Institutional Investment | Rob Arnott

The price-to-fantasy ratio that beguiles investors

Financial Times | Chris Brightman

Economist Campbell Harvey: Inflation data suggests that we have ‘peaked’

CNBC | Campbell Harvey

Earnings Season Will Hang on Price-to-Recession

Economist Says His Indicator That Predicted Eight US Recessions Is Wrong This Year

Bloomberg | Campbell Harvey

Ahead of the curve: Is small cap the next mean reversion trade?

IPE Institutional Investment | Que Nguyen

2021

Que Nguyen Joins Research Affiliates as Head of Product Management

Research Affiliates, a global leader in smart beta and asset allocation, today announced that Que Nguyen has joined the firm as Partner and Head of Product Management.

2020

Vitali Kalesnik of Research Affiliates Wins Graham and Dodd Award

Research Affiliates, a global leader in factor investing and asset allocation, today announced that Vitali Kalesnik, Partner and Director of Research for Europe, and his coauthor Jason Hsu, a Senior Advisor at Research Affiliates, have received the 2019 Graham and Dodd Award of Excellence from CFA Institute.

2018

Research Affiliates Expands European Footprint as Head of Equity Research Moves to the Firm's London Office

Research Affiliates expands European presence as Vitali Kalesnik, PhD, Partner and Head of Equity Research, moves to London

Research Affiliates Launches New RAFI ESG Strategy

RAFI ESG complements traditional ESG metrics with measures of financial discipline and diversity for improved return potential.

2017

Noted Economist Campbell Harvey Joins Research Affiliates as Partner and Senior Advisor

Research Affiliates Launches Revamped Asset Allocation Interactive Website

Research Affiliates announces today the launch of a new version of Asset Allocation Interactive.

Research Affiliates Introduces Smart Beta Interactive Website

Research Affiliates launches Smart Beta Interactive, a new website

Research Affiliates Launches RAFI Multi-Factor and Single-Factor Index Suite

Research Affiliates announces the launch of new RAFI™ Multi-Factor and Single-Factor Indices.

2016

FTSE Russell and Research Affiliates Launch New ESG Smart Beta Indexes

FTSE Russell, the global index provider, and Research Affiliates, LLC, a pioneer in smart beta strategies, today announced the launch of two new ESG (Environmental, Social and Governance) smart beta indexes:

2015

FTSE Russell and Research Affiliates Launch New Smart Beta Index Series

New index series focuses on high dividend-paying, high quality stocks.

FTSE and Research Affiliates Celebrate One Year Anniversary of FTSE RAFI Low Vol Index Series

Research Affiliates, a global leader in smart beta and asset allocation strategies, and FTSE Group, a global leader in indexing, are delighted to announce that the FTSE RAFI Low Vol series turns one year old this month.

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