The Exceptional Post-Crisis Investment Opportunities
About The Episode
My guest, Rob Arnott, is here to discuss the big questions that should concern all advisors and their clients. How deep and how prolonged will the expected recession be? Have we reached a tipping point where we have passed the maximum level of fear? If so, how should advisors allocate their clients’ assets? What is in store for the capital markets over next decade?
About Our Guest
Rob is a partner of and the founder and chairman of the board of Newport Beach-based Research Affiliates.
He founded Research Affiliates in 2002 as a research-intensive asset management firm intent on delivering innovative and impactful products and insights. Rob plays an active role in Research Affiliates’ research, portfolio management, product innovation, business strategy, and client-facing activities. With Chris Brightman, he is co-portfolio manager of the PIMCO All Asset suite of funds and the PIMCO RAE™ funds. Rob has pioneered several unconventional portfolio strategies that are now widely applied, including tactical asset allocation, global tactical asset allocation, tax-advantaged equity management, and the Fundamental Index™ approach to investing. He has published more than 100 articles in financial journals, several of which have received the Graham and Dodd Award and the Bernstein Fabozzi/Jacobs Levy Award. In 2013, Rob received the William F. Sharpe Indexing Lifetime Achievement Award.