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Latest Insights

Did I Miss the Value Turn?

The value rebound that started in September 2020 gave up nearly half its gains by mid-May 2021 as the recovery faltered with the onslaught of the highly contagious Delta variant. But vaccination has proven highly effective, and as the unvaccinated around the world become vaccinated, the prospect of a reinvigorated economy is good. Is now a second chance to rebalance into value stocks?

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Latest Insights

Green Data or Greenwashing?

Absent mandatory reporting, data providers estimate half of corporate emissions data. Thus, such data fare poorly in identifying the worst emitters and provide little information to identify green companies in brown sectors. Published on SSRN.

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Latest Insights

How COVID-19 Vaccines and Brexit Create the Trade of the 2020s

In late 2020, a new kid emerged on the bargain-of-the-decade block. UK stocks, and notably UK value, reached very cheap levels relative to value stocks in other developed economies. Today, UK value remains at remarkably low valuations relative to most of its fundamentals. The added tailwinds from a final Brexit deal and rapid rates of UK COVID vaccination should lead to a vigorous bounce back in UK stocks in general and UK value stocks in particular, making this sector of the market a “trade of the decade.”

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Featured Research & Insights

2021 ESG Survey Report
Survey

2021 ESG Survey Report
Reports of Value's Death May Be Greatly Exaggerated
Journal Paper

Reports of Value's Death May Be Greatly Exaggerated

By Rob Arnott, Campbell Harvey, Vitali Kalesnik, Juhani Linnainmaa
Predicting Equity Returns with Inflation
Article

Predicting Equity Returns with Inflation

By Jim Masturzo, Michele Mazzoleni
Value Has Rebounded. Now What?
Webinar

Value Has Rebounded. Now What?

By Rob Arnott, Brent Leadbetter
Revisiting Tesla’s Addition to the S&P 500: What’s the Cost, Before and After?
Article

Revisiting Tesla’s Addition to the S&P 500: What’s the Cost, Before and After?

By Rob Arnott, Vitali Kalesnik, Lillian Wu
Factor Timing: Keep It Simple
Article

Factor Timing: Keep It Simple

By Michael Aked
The Fall of the Titans!
Article

The Fall of the Titans!

By Joe Steidl, Tiffany Su
Big Market Delusion: Electric Vehicles
Article

Big Market Delusion: Electric Vehicles

By Rob Arnott, Lillian Wu, Bradford Cornell
Bitcoin: Magic Internet Money
Article

Bitcoin: Magic Internet Money

By Alex Pickard
Surprise! Factor Betas Don’t Deliver Factor Alphas
Article

Surprise! Factor Betas Don’t Deliver Factor Alphas

By Chris Brightman, Forrest Henslee, Vitali Kalesnik, Feifei Li
Tesla, the Largest-Cap Stock Ever to Enter S&P 500: A Buy Signal or a Bubble?
Article

Tesla, the Largest-Cap Stock Ever to Enter S&P 500: A Buy Signal or a Bubble?

By Rob Arnott, Vitali Kalesnik, Lillian Wu

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

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In the News

Bloomberg Daybreak

Europe Full Show

10.2021
System Trader

Vitali Kalesnik: Factor investing explained

10.2021
The Irish Times

Investors get second chance to buy value stocks

10.2021
Bloomberg

Mr. Market is offering us a second bite at value stocks

09.2021
Financial Times

Passive investment blamed for inflating stock market bubble

09.2021
Professional Pensions

PP Investment Awards 2021: Shortlists published

08.2021
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Meet the RA Global Advisors (Europe) Ltd Team

Research

Vitali Kalesnik, PhD
Vitali Kalesnik, PhD

Partner, Director of Research
Lillian Wu
Lillian Wu

Vice President

Distribution

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

Senior Vice President

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

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