We demonstrate the benefits of an inflation cycle signal that dynamically tilts portfolio allocations during periods when inflation veers from expectations. The signal can be used in both rising and falling inflationary environments.
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.
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.
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.