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Why Value, Quality, and Momentum Belong Together

Research Affiliates’ active equity investment process integrates signals for value, quality, and momentum to improve robustness across regimes. It also mitigates behavioral pitfalls and remains grounded in economic intuition.

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LATEST Insights

Should Trend Follow Carry: Lessons from Bonds, Gold, and 2022

Carry conditioning has benefited trend strategies, especially stocks and bonds, but it is not a one-size-fits-all proposition and the filtering decision requires several critical considerations.

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Latest Insights

Everything Everywhere All at Once: Conglomerates and the Disappearing Diversification Discount

Modern conglomerates Alphabet, Apple, Amazon, and Microsoft average a “diversification premium” of 70%, or a combined $5.62 trillion.

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Research Affiliates

Insights Dedicated to Creating Value for Investors

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. robustness of CAPE.

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Featured Insights | Meet the Team

Featured Research & Insights

2025’s Implications for the Future: “Some Like it Hot"?
Article

2025’s Implications for the Future: “Some Like it Hot"?

By Jim Masturzo
January 2026
Trifecta: A Fundamental Revolution in Indexing
Article

Trifecta: A Fundamental Revolution in Indexing

By Rob Arnott, Chris Brightman
January 2026
Financialization: How Deficits Inflate Profits and Equity Valuations
Article

Financialization: How Deficits Inflate Profits and Equity Valuations

By Chris Brightman, Alex Pickard
December 2025
Why Hold Expensive Slow-Growing Stocks? An Alternative Framework for Value and Growth Indices
Article

Why Hold Expensive Slow-Growing Stocks? An Alternative Framework for Value and Growth Indices

By Chris Brightman, Campbell Harvey, Que Nguyen, Omid Shakernia
November 2025
Stop the Losses!
Article

Stop the Losses!

By Jay Jeon, Jim Masturzo
October 2025
Active Dreams, RAFI Delivers: Active vs. RAFI Performance in Broadening and Narrowing Markets
Article

Active Dreams, RAFI Delivers: Active vs. RAFI Performance in Broadening and Narrowing Markets

By Grant Kasser, Ari Polychronopoulos, Thomas Verghese, CFA
October 2025
RACWI: Reinventing Cap-Weighted Indexing
Article

RACWI: Reinventing Cap-Weighted Indexing

By Rob Arnott, Lillian Wu
September 2025
False Choices, Real Costs: Structural Flaws in the Growth–Value Duality
Article

False Choices, Real Costs: Structural Flaws in the Growth–Value Duality

By Que Nguyen, Omid Shakernia
July 2025
Must Value Be Anti-Growth?
Article

Must Value Be Anti-Growth?

By Mario Albuquerque, Noah Beck, Que Nguyen
July 2025
Expand Your Mind and Your Commodity Universe
Article

Expand Your Mind and Your Commodity Universe

By Ben Chen, Jim Masturzo
July 2025
How Can “Smart Beta” Go Horribly Right?
Article

How Can “Smart Beta” Go Horribly Right?

By Noah Beck, Xi Liu, Que Nguyen
June 2025
Passive Aggressive: The Increasing Risks of Passive Dominance
Article

Passive Aggressive: The Increasing Risks of Passive Dominance

By Chris Brightman, Campbell Harvey, Forrest Henslee
June 2025
Stimulus Does Not Stimulate
Article

Stimulus Does Not Stimulate

By Rob Arnott, Alex Pickard
May 2025
Walking the Tightrope: Trend Following’s Tricky Tradeoffs
Article

Walking the Tightrope: Trend Following’s Tricky Tradeoffs

By Jim Masturzo
May 2025
Gold $5,000?
Article

Gold $5,000?

By Campbell Harvey
April 2025
Why Tariffs Won’t Solve Our Trade Problem
Article

Why Tariffs Won’t Solve Our Trade Problem

By Chris Brightman
April 2025
Small Caps, Big Opportunities: Investing Beyond Large-Cap Stocks
Article

Small Caps, Big Opportunities: Investing Beyond Large-Cap Stocks

By Mario Albuquerque, Xi Liu, Que Nguyen
April 2025
The AI Boom vs. the Dot-Com Bubble: Have We Seen This Movie Before?
Article

The AI Boom vs. the Dot-Com Bubble: Have We Seen This Movie Before?

By Rob Arnott, Trent Commins, Xi Liu
March 2025
The EV Shakeout
Article

The EV Shakeout

By Rob Arnott, Bradford Cornell, Forrest Henslee, Thomas Verghese
March 2025
Adventures of The OG Quant
Article

Adventures of The OG Quant

By Rob Arnott
February 2025
Current Constituents CAPE
Article

Current Constituents CAPE

By Trent Commins, Ted Hsu, Seanna Kim
February 2025
Trump 2.0: The Deregulation Agenda – No New Rules?
Article

Trump 2.0: The Deregulation Agenda – No New Rules?

By Que Nguyen
January 2025
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10 Years of Asset Allocation Interactive: Evaluating the Results of Conditional Return Expectations

By Brent Leadbetter, Jim Masturzo
January 2025
Asset Allocation Interactive at 10 Years: The Good, the Not Too Bad, and the Ugly
Article

Asset Allocation Interactive at 10 Years: The Good, the Not Too Bad, and the Ugly

By Jim Masturzo
January 2025
Capitalization-Weighted Indexes, RAFI, “Smart Beta,” and Factors (JPM Series)
Article

Capitalization-Weighted Indexes, RAFI, “Smart Beta,” and Factors (JPM Series)

By Rob Arnott
December 2024
The Greatest Scourge in Factorland: Revaluation Alpha = Fake Alpha (JPM Series)
Article

The Greatest Scourge in Factorland: Revaluation Alpha = Fake Alpha (JPM Series)

By Rob Arnott
December 2024
The Equity Risk Premium: Nine Myths (JPM Series)
Article

The Equity Risk Premium: Nine Myths (JPM Series)

By Rob Arnott
November 2024
The Efficient Market Hypothesis vs. Roaring Kitty (JPM Series)
Article

The Efficient Market Hypothesis vs. Roaring Kitty (JPM Series)

By Rob Arnott
November 2024
Past, Present, and Future of Modern Finance (JPM Series)
Article

Past, Present, and Future of Modern Finance (JPM Series)

By Rob Arnott
November 2024
Avoid the Index Rebalancing Crowd! Exploring the Effect of Deletions on Index Performance
Webinar

Avoid the Index Rebalancing Crowd! Exploring the Effect of Deletions on Index Performance

By Rob Arnott, Brent Leadbetter
October 2024
The Shifting Sands of Alternative Risk Premia Strategies
Article

The Shifting Sands of Alternative Risk Premia Strategies

By Jay Jeon, Jim Masturzo
October 2024
Illustration of immigrants on blue arrow
Article

Change Required: Immigration Reform is an Economic Necessity

By Chris Brightman, Alex Pickard
September 2024

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In the News

Bloomberg
Que Nguyen Highlights Energy as Markets Rethink Diversification
March 2026
Barron’s
Que Nguyen and Noah Beck Assess Capital Allocation Risks in Big Tech
February 2026
Wall Street Journal
Research Affiliates’ AAI Data Highlights Valuation Gaps Behind Crowded Trades
February 2026
Bloomberg
Que Nguyen Challenges Traditional Definitions of Value and Growth
February 2026
Bloomberg
Que Nguyen Sees Valuation Discipline Returning to AI Stocks
February 2026
Barron’s
Jim Masturzo Flags Bond Yield Risks and Market Volatility
February 2026
CFA Institute Research Foundation
Rob Arnott on Why Generational Wealth Fades
January 2026
Wall Street Journal
Rob Arnott Assesses Market Implications of Shifting Fed Leadership
January 2026
WealthTrack
Rob Arnott on Expanding Fundamental Index to Growth
January 2026
Bloomberg
Jim Masturzo Reframes Inflation Expectations and Policy Assumptions
January 2026
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Meet the RA Global Advisors (Europe) Ltd Team

Distribution

Shaun Patel
Shaun Patel
Partner, Head of Sales
Matt Lundberg
Matt Lundberg

Senior Associate, EMEA

Contact Us

Europe Team

+44 (0) 203 929 9880

uk@rallc.com

Press & Media

+44 (0) 7808 585 184

cvilliers@keplercomms.com

Address

Research Affiliates Global Advisors (Europe) Ltd
78 Pall Mall
London SW1Y 5ES
United Kingdom 

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