Research Affiliates - UK/Europe

UK | EUROPE

Sign up for our latest insights

Lastest Insights

Passive Aggressive: The Increasing Risks of Passive Dominance

While passive indexing increases correlations, distorts prices, and heightens systemic risk, it also creates opportunity for active investors to profit from systematic rebalancing.

Read Article

LATEST Insights

Stimulus Does Not Stimulate

Increased government spending and debt issuance, rather than encouraging economic growth, may actually stifle it.

Read Article

Latest Insights

Walking the Tightrope: Trend Following’s Tricky Tradeoffs

The positively skewed returns of trend-following strategies offer tail protection, but increased skewness comes with a lower Sharpe ratio. Managers need to understand the tradeoff and the implications for portfolio construction.

Read Article

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. robustness of CAPE.

Visit Global Home

Featured Insights | Meet the Team

Featured Research & Insights

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
AAI Multimedia Page Tiles - Multimedia Page - On Demand
Webinar

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
Webinar

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
Watch Now - 1
Webinar

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

NEW Features

Expected returns & volatilities

140+ assets over 40+ countries

VISIT OUR APP
cti-ad-1

In the News

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...
608x400-RAFIIndices

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 

© 2025 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
Webinar Popup