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Lastest Insights

Why Tariffs Won’t Solve Our Trade Problem

The U.S. trade deficit isn’t caused by unfair trade, it’s rooted in low savings, high consumption, and poor investment choices. Tariffs won’t fix it, but smarter fiscal policy, regulatory reform, and increased domestic production just might.

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LATEST Insights

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

The historically wide valuation discount between small- and large-cap stocks provides a substantial opportunity, but investors remain wary. Research shows that a smarter value approach by applying quality and momentum screens can minimize risks and enhance returns.

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Latest Insights

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

The narrative-driven AI boom of Nvidia and the Magnificent Seven echoes that of the dot-com bubble exemplified by Cisco and the Four Horsemen. The Research Affiliates Fundamental Index (RAFI) can help investors balance the risks and opportunities.

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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 Research & Insights

The EV Shakeout
Webinar

The EV Shakeout

By Rob Arnott, Bradford Cornell, Forrest Henslee, Thomas Verghese
March 2025
Led by Elon Musk’s Tesla, the bull market in electric vehicle (EV) stocks had all the hallmarks of a big market delusion.
Adventures of The OG Quant
Article

Adventures of The OG Quant

By Rob Arnott
February 2025
Explore the life and legacy of Dean LeBaron, a pioneering quant investor, innovator, and visionary. From founding Batterymarch Financial Management to revolutionizing quantitative investing, Dean’s journey spans decades of financial breakthroughs, global market exploration, and cutting-edge technology adoption.
Current Constituents CAPE
Webinar

Current Constituents CAPE

By Trent Commins, Ted Hsu, Seanna Kim
February 2025
Shiller CAPE suffers from backward-looking biases in its calculation but still provides a useful starting-point valuation for predicting long-term equity returns. Our modified, forward-looking method (CC CAPE) boosts the robustness of CAPE.
Trump 2.0: The Deregulation Agenda – No New Rules?
Article

Trump 2.0: The Deregulation Agenda – No New Rules?

By Que Nguyen
January 2025
The second Trump administration will likely embrace a No New Rules approach to deregulation that should benefit both the artificial intelligence and crypto sectors.
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Webinar

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
Elections and the Stock Market: Polarization Trumps Politics
Article

Elections and the Stock Market: Polarization Trumps Politics

By Rob Arnott, Forrest Henslee
September 2024
Nixed: The Upside of Getting Dumped
Article

Nixed: The Upside of Getting Dumped

By Rob Arnott, Forrest Henslee
August 2024
Watch Now - 1
Webinar

Introducing RADTEC: Mitigating Downside Risk

By Campbell Harvey, Alex Pickard, Omid Shakernia
Introducing RADTEC: Mitigating Downside Risk
Article

Introducing RADTEC: Mitigating Downside Risk

By Campbell Harvey, Alex Pickard, Omid Shakernia
Are You a Climate Investor or Growth Investor?
Article

Are You a Climate Investor or Growth Investor?

By Ari Polychronopoulos , Joe Steidl
A Stealth Tax on Prosperity
Article

A Stealth Tax on Prosperity

By Chris Brightman, Alex Pickard
Alternative to a Manic AI Market: RAFI vs Equal-Weight
Article

Alternative to a Manic AI Market: RAFI vs Equal-Weight

By Xi Liu, Matt Lundberg, Thomas Verghese
Active Value Investing: Avoiding Value Traps
Article

Active Value Investing: Avoiding Value Traps

By Mario Albuquerque, Xi Liu, Que Nguyen
February 2024

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In the News

Press Release
Research Affiliates Showcases the Accuracy of Their Asset Allocation Interactive CMEs Tool
January 2025
Press Release
Research Affiliates Recognized for Thought Leadership & Education at 2024 ThinkAdvisor Luminaries Awards
December 2024
Wall Street Journal
Chris Brightman on Post-Election Market Dynamics
November 2024
CNBC Squawk on the Street
Rob Arnott Discusses Post-Election Market Resilience
November 2024
Bloomberg
Chris Brightman Examines UK’s Fiscal Lessons for the U.S.
October 2024
Press Release
Katrina F. Sherrerd Named a P&I 2024 Most Influential Woman in Institutional Investing
September 2024
Fox Business
Rob Arnott details stocks with surprising returns
August 2024
Wall Street Journal
Wall Street’s Trash Contains Buried Treasure
August 2024
Press Release
RAFI Indices Launches Research Affiliates Deletions Index (NIXT)
August 2024
Finanz und Wirtschaft
Que Nguyen: AI hype probably celebrates the wrong winners
June 2024
Business Insider
Rob Arnott shares 3 trades to exploit underappreciated 'asymmetries' in the market right now
May 2024
Business Insider
Nvidia 'seems bubbly' because it won't be able to maintain its dominant market share
May 2024

More In the News...
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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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