Page 19 - Rob Arnott News Today

Your weekly outlook The past week in the stock market saw a few more flashes of the long-awaited rotation out of mega-cap tech stocks, and into beaten-down value names. On Monday the tech-heavy Nasdaq 100 bottomed out more than 10% below recent highs before saving some face later in the week. Many popular meme stocks were collateral damage. But the Nasdaq may have an ace in the hole in the form of the $1,400 stimulus checks due to hit Americans bank accounts as soon as this weekend. A recent su...

Investment Week is hosting its Global Emerging Markets Briefing at a pivotal time for investors as they start to position for the recovery from the Covid-19 pandemic, although risks remain. During this interactive briefing, we will hear from a number of global emerging market managers about their response to the extraordinary events of the past year and their outlook for the rest of the year and beyond. The managers will identify where they are seeing the biggest opportunities and risks at the ...

ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero

Valuations of electric vehicle manufacturers are “simply not sustainable over the long term,” the Research Affiliates chairman argues.

disruptive innovation In part one of this three-part series, Rob Arnott, the founder and chairman of Research Affiliates, and colleagues Vitali Kalesnik, a partner and head of research in Europe, and Lillian Wu, vice president of the firm’s European business strategy, look at how global stimulus packages have impacted value strategies.   Key points: Around the globe, value is trading at extremely dee...

Rob Arnott points to the UK’s successful vaccination programme as grounds for optimism

The outperformance came amid one of the strongest rotations ever into value stocks, according to Bank of America.

With the Brexit trade deal finally done and the vaccination rollout continuing at a rapid pace, U.K. value stocks could be “the trade of the decade," according to Research Affiliates.

Electric car companies have been valued in the billions despite having no profits or even revenues

Value stocks have gained steam in recent months as an economic recovery sits in sight. Rob Arnott says value stocks in the UK and emerging markets are the most attractive. The founder of Research Affiliates called them potentially the "trades of the decade." In 2019 and 2020, the COVID-19 pandemic sunk stock prices around the world as the global economy shut down.  Anticipatory — and brave — investors seized opportunities in cyclical and cheaper value stocks as recessions and bear market...