Research Affiliates - Europe

UK | EUROPE

Sign up for our latest insights

Latest Insights

The Buck Stops Here

As we start 2023, the US dollar has pulled back 12% from its high in September 2022, but remains 25% elevated from its lows at the start of the last decade. The US dollar’s long march upward may be ending, squeezed by an expected shrinking interest rate differential with other developed nations that must keep hiking rates to fight inflation. The Fed, however, as US inflation appears to moderate, can also moderate its rate hikes. Our research shows that in a weakening dollar environment, unhedged foreign stocks and bonds should outperform.

Read Article

Latest Insights

Necessary Trade-Offs: Climate vs. Investment Objectives for Value Strategies

At certain times, client mandates encompass competing objectives. Today, the competition is frequently between social and investment objectives. We examine the trade-offs investors must be prepared to make if they seek to construct a deep-value strategy concurrently with applying a carbon reduction constraint.

Read Article

Latest Insights

How Reliable Are Carbon Emissions Data?

Vitali Kalesnik, Director of Research, Europe, discusses his research into currently available carbon emissions data with Ari Polychronopoulos, Head of Product Management and ESG. Investors need reliable data to make investment decisions that properly support their ESG-related goals. At the present time, these data fall short of that standard.

Watch Video

Research Affiliates

Insights Dedicated to Creating Value for Investors

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.

Visit Global Home

Featured Insights | Meet the Team

Featured Research & Insights

Revisiting Our “Horribly Wrong” Paper: That Was Then, This Is Now
Article

Revisiting Our “Horribly Wrong” Paper: That Was Then, This Is Now

By Rob Arnott, Amie Ko
January 2023
Price-to-Fantasy Ratio: Self-Deception with Forward Operating Earnings
Article

Price-to-Fantasy Ratio: Self-Deception with Forward Operating Earnings

By Rob Arnott, Chris Brightman
January 2023
The Silver Lining of Unexpected Inflation
Article

The Silver Lining of Unexpected Inflation

By Jim Masturzo, Omid Shakernia
Refined Forecasts and Enhanced Interface
Webinar

Refined Forecasts and Enhanced Interface

Brandon Kunz, Jim Masturzo
No Excuses: Plan Now for Recession
Article

No Excuses: Plan Now for Recession

By Rob Arnott, Campbell Harvey
Quantifying the Impact of Direct Indexing
Article

Quantifying the Impact of Direct Indexing

By Brent Leadbetter, Tzee Chow
ESG Is a Preference, Not a Strategy
Article

ESG Is a Preference, Not a Strategy

By Brent Leadbetter, Ari Polychronopoulos
Rising Risk of Stagflation
Article

Rising Risk of Stagflation

By Chris Brightman
Cryptocurrencies: The Power of Memes
ARTICLE

Cryptocurrencies: The Power of Memes

BY ALEX PICKARD
Inflation's Near-Term Surprise
Video Short

Inflation's Near-Term Surprise

BY ROB ARNOTT, BRANDON KUNZ
Did I Miss the Value Turn?
Article

Did I Miss the Value Turn?

BY ROB ARNOTT, VITALI KALESNIK, LILLIAN WU
2021 ESG Survey Report
Survey

2021 ESG Survey Report

View long-term expected returns and volatilities for 130 core asset classes.

Which factors have the highest return prospects or lowest transaction costs?
cti-ad-1

In the News

IPE Magazine

Smart beta pioneer reignites debate on factor timing

01.2023
IPE Magazine

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

01.2023
Finanz und Wirtschaft

Now it’s a good time to increase European equity positions

10.2022
Institutional Money

Broken Dreams of Returns

10.2022
Bloomberg

Chris Brightman on Bloomberg Daybreak

06.2022
608x400-RAFIIndices

Meet the RA Global Advisors (Europe) Ltd Team

Distribution

Joe Steidl, CFA, FRM
Joe Steidl, CFA, FRM

Senior Vice President
Matt Lundberg
Matt Lundberg
Associate, EMEA

Contact Us

Europe Team

+44 2039299880

uk@rallc.com    

Press & Media

+44 (0) 7808 585 184

cvilliers@keplercomms.com

Address

Research Affiliates Global Advisors (Europe) Ltd
16 Berkeley Street
London W1J 8Dz
United Kingdom

© 2022 Research Affiliates, LLC. All Rights Reserved.

Cookies Disclaimer

The content provided on this website is informational, subject to change and is not investment advice or any offer or solicitation for the purchase or sale of investments.  Any use of this content is subject to and evidence of the user’s acceptance of all important legal disclosures, disclaimers, terms of use and provisions found at https://www.researchaffiliates.com/en_us/legal/privacy-policy, including the user’s complete release of liability for any use of the content, which may contain inaccuracies. 

This site uses cookies on our website to distinguish you from other users of our website.  Our objective is to optimize your experience when you browse our website and to continually improve our site.  Consenting to the use of these conditions is not a condition of using the website, however, if you do not consent, you will be redirected to a static website with limited information.  Please select “Accept” if you consent to our use of cookies, pursuant to our Cookies Policy, during your visit to our website.  Otherwise, please select “Decline” if you do not consent to our use of cookies during your visit to our website.  A copy of our Cookies Policy can be found at https://www.researchaffiliates.com/en_us/legal/privacy-policy.

Decline Accept

Disclaimer

You are now leaving the Research Affiliates, LLC website.  The following link may contain information concerning investments, products or other information.  Research Affiliates, LLC is not responsible for the accuracy or completeness of information on non-affiliated websites and does not make any representation regarding the advisability of investing in any investment fund or other investment product or vehicle.  Importantly, Research Affiliates, LLC is not compensated for linking you to any non-affiliated website and instead is only compensated with an asset-based fee as either a licensor of intellectual property or a sub-adviser to an investment adviser.  The material available on non-affiliated websites has been produced by entities that are not affiliated with Research Affiliates, LLC.  Descriptions of, references to, or links to products or publications within any non-affiliated linked website does not imply endorsement or recommendation of that product or publication by Research Affiliates, LLC.  Any opinions or recommendations from non-affiliated websites are solely those of the independent providers and are not the opinions or recommendations of Research Affiliates, LLC, which is not responsible for any inaccuracies or errors.  THIS INFORMATION IS NOT AN OFFER TO BUY OR A SOLICITATION TO SELL ANY SECURITY OR INVESTMENT PRODUCT.  SUCH AN OFFER OR SOLICITATION IS MADE ONLY BY THE SECURITIES’ OR INVESTMENT PRODUCTS’ ISSUER OR SPONSOR THROUGH A PROSPECTUS OR OTHER OFFERING DOCUMENTATION.  

CANCEL PROCEED