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False Choices, Real Costs: Structural Flaws in the Growth–Value Duality

To overcome the costly false duality between growth and value, we propose a model that defines growth as fast growing regardless of valuation ratios, and value as cheap regardless of growth rates—treating the two as distinct, not opposing, characteristics.

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LATEST Insights

Must Value Be Anti-Growth?

Many value investors fall into the trap of being anti-growth, but fundamentals can be used to identify both valuation and growth characteristics. Being growth agnostic can unlock outperformance.

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Latest Insights

Expand Your Mind and Your Commodity Universe

Broadening the commodity investment universe in long-only and long-short factor portfolios, subject to capacity and tradability thresholds, can improve risk-adjusted returns through higher roll yields, liquidity premia, and added diversification.

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Research Affiliates is a global leader in smart beta and asset allocation strategies. Our goal is to provide educational insights that lead to better investor outcomes. robustness of CAPE.

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Featured Research & Insights

Stimulus Does Not Stimulate
Article

Stimulus Does Not Stimulate

By Rob Arnott, Alex Pickard
May 2025
Walking the Tightrope: Trend Following’s Tricky Tradeoffs
Article

Walking the Tightrope: Trend Following’s Tricky Tradeoffs

By Jim Masturzo
May 2025
Gold $5,000?
Article

Gold $5,000?

By Campbell Harvey
April 2025
Why Tariffs Won’t Solve Our Trade Problem
Article

Why Tariffs Won’t Solve Our Trade Problem

By Chris Brightman
April 2025
Small Caps, Big Opportunities: Investing Beyond Large-Cap Stocks
Article

Small Caps, Big Opportunities: Investing Beyond Large-Cap Stocks

By Mario Albuquerque, Xi Liu, Que Nguyen
April 2025
The AI Boom vs. the Dot-Com Bubble: Have We Seen This Movie Before?
Article

The AI Boom vs. the Dot-Com Bubble: Have We Seen This Movie Before?

By Rob Arnott, Trent Commins, Xi Liu
March 2025
The EV Shakeout
Article

The EV Shakeout

By Rob Arnott, Bradford Cornell, Forrest Henslee, Thomas Verghese
March 2025
Adventures of The OG Quant
Article

Adventures of The OG Quant

By Rob Arnott
February 2025
Current Constituents CAPE
Article

Current Constituents CAPE

By Trent Commins, Ted Hsu, Seanna Kim
February 2025
Trump 2.0: The Deregulation Agenda – No New Rules?
Article

Trump 2.0: The Deregulation Agenda – No New Rules?

By Que Nguyen
January 2025
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10 Years of Asset Allocation Interactive: Evaluating the Results of Conditional Return Expectations

By Brent Leadbetter, Jim Masturzo
January 2025
Asset Allocation Interactive at 10 Years: The Good, the Not Too Bad, and the Ugly
Article

Asset Allocation Interactive at 10 Years: The Good, the Not Too Bad, and the Ugly

By Jim Masturzo
January 2025
Capitalization-Weighted Indexes, RAFI, “Smart Beta,” and Factors (JPM Series)
Article

Capitalization-Weighted Indexes, RAFI, “Smart Beta,” and Factors (JPM Series)

By Rob Arnott
December 2024
The Greatest Scourge in Factorland: Revaluation Alpha = Fake Alpha (JPM Series)
Article

The Greatest Scourge in Factorland: Revaluation Alpha = Fake Alpha (JPM Series)

By Rob Arnott
December 2024
The Equity Risk Premium: Nine Myths (JPM Series)
Article

The Equity Risk Premium: Nine Myths (JPM Series)

By Rob Arnott
November 2024
The Efficient Market Hypothesis vs. Roaring Kitty (JPM Series)
Article

The Efficient Market Hypothesis vs. Roaring Kitty (JPM Series)

By Rob Arnott
November 2024
Past, Present, and Future of Modern Finance (JPM Series)
Article

Past, Present, and Future of Modern Finance (JPM Series)

By Rob Arnott
November 2024
Avoid the Index Rebalancing Crowd! Exploring the Effect of Deletions on Index Performance
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Avoid the Index Rebalancing Crowd! Exploring the Effect of Deletions on Index Performance

By Rob Arnott, Brent Leadbetter
October 2024
The Shifting Sands of Alternative Risk Premia Strategies
Article

The Shifting Sands of Alternative Risk Premia Strategies

By Jay Jeon, Jim Masturzo
October 2024
Illustration of immigrants on blue arrow
Article

Change Required: Immigration Reform is an Economic Necessity

By Chris Brightman, Alex Pickard
September 2024
Elections and the Stock Market: Polarization Trumps Politics
Article

Elections and the Stock Market: Polarization Trumps Politics

By Rob Arnott, Forrest Henslee
September 2024
Nixed: The Upside of Getting Dumped
Article

Nixed: The Upside of Getting Dumped

By Rob Arnott, Forrest Henslee
August 2024
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Introducing RADTEC: Mitigating Downside Risk

By Campbell Harvey, Alex Pickard, Omid Shakernia
Introducing RADTEC: Mitigating Downside Risk
Article

Introducing RADTEC: Mitigating Downside Risk

By Campbell Harvey, Alex Pickard, Omid Shakernia

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In the News

Wall Street Journal
Rob Arnott’s Firm Says the Time Is Finally Right for ‘Smart Beta’
June 2025
Barron's
Chris Brightman on Building a Smarter Baby Fund Strategy
June 2025
Wall Street Journal
Chris Brightman on the Hidden Risks of Passive Investing
June 2025
Bloomberg
Rob Arnott on Stimulus Spending, Inflation, and Value Opportunities
May 2025
Bloomberg
Que Nguyen on Market Dynamics and Small-Cap Opportunities
May 2025
Press Release
Research Affiliates Expands UK Capabilities with Oliver Knight Appointment
May 2025
The Shipley School
Katrina Sherrerd Honored with 2025 Alumni Service Award
May 2025
Bloomberg
Campbell Harvey on Gold, Inflation, and Investment Horizons
Apr 2025
Wall Street Journal
Rob Arnott: Why Value Stocks Shine When Markets Stumble
Apr 2025
Bloomberg
Rob Arnott on Market Volatility and Value Investing
Apr 2025
Press Release
Rob Arnott of Research Affiliates Honored with 2025 ETF.com Lifetime Achievement Award
Apr 2025
The Compound
Rob Arnott Discusses Big Market Delusion on The Compound and Friends
March 2025
Bloomberg
Rob Arnott on Smart Beta and the Magnificent 7 Rebound
March 2025
CNBC Squawk on the Street
Que Nguyen Shares Market Outlook and Economic Insights
March 2025
Wall Street Journal
Jim Masturzo on the Growing Risk in U.S. Growth Stocks
February 2025
Bloomberg
Rob Arnott on Unlocking Value in Dropped Index Stocks
February 2025
Wall Street Journal
Rob Arnott on DeepSeek’s Disruption and the Risks of AI Market Euphoria
January 2025
Press Release
Research Affiliates Showcases the Accuracy of Their Asset Allocation Interactive CMEs Tool
January 2025

More In the News...
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Meet the RA Global Advisors (Europe) Ltd Team

Distribution

Shaun Patel
Shaun Patel
Partner, Head of Sales
Matt Lundberg
Matt Lundberg

Senior Associate, EMEA

Contact Us

Europe Team

+44 (0) 203 929 9880

uk@rallc.com

Press & Media

+44 (0) 7808 585 184

cvilliers@keplercomms.com

Address

Research Affiliates Global Advisors (Europe) Ltd
78 Pall Mall
London SW1Y 5ES
United Kingdom 

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