Will Value Outperform While Inflation Rises?

Recorded February 17, 2022

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Closed captioning is available on this video.

Will Value Outperform While Inflation Rises?

 

Popular narratives suggest value should perform well in a rising interest rate and inflationary environment. In this short video, Rob Arnott goes beyond the narratives to provide Research Affiliates’ rationale for why value currently represents an outstanding opportunity for investors.

part 1
inflation's near-term surprise

part 2
Beyond 60/40: Asset Allocation in an Inflationary Environment