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LATEST INSIGHTS

The NVIDIA/AI Singularity: Breakthrough, Bubble, or Both

Nvidia is a key player in the AI revolution. Expectations, however, are truly astronomical and draw to mind past technology giants like Qualcomm and Cisco who grew into market leaders but offered disappointing returns to investors who bought at the peak.

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Latest Insights

Inflation: Don’t Pop the Champagne (Yet)

While inflation dipping below 3% has been welcome news for investors, it's still early to claim that inflation has been reined in. Our simple analysis shows that inflation rising in the later half of 2023 would not be surprising. Additionally, history shows that inflation is not always transitory, and it can take many years to bring inflation under control.

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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.

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Featured Research & Insights

Odds of a Hard Landing Are Increasing
Article

Odds of a Hard Landing Are Increasing

By Campbell Harvey
How "Transitory" is Inflation?
Webinar

How "Transitory" is Inflation?

By Rob Arnott, Omid Shakernia
The Buck Stops Here
Article

The Buck Stops Here

By Jim Masturzo
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
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
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

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

Which factors have the highest return prospects or lowest transaction costs?
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In the News

Financial Times

Is the yield curve lying?

June 2023
Wall Street Journal

Rob Arnott: Will Inflation Reignite Later This Year?

02.2023
Financial Times

Chris Brightman: The price-to-fantasy ratio that beguiles investors

01.2023
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
608x400-RAFIIndices

Meet the RA Global Advisors (Europe) Ltd Team

Distribution

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

Partner
Matt Lundberg
Matt Lundberg
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
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London, SW1H 9HP
United Kingdom 

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