Research Affiliates

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

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

Elections and the Stock Market: Polarization Trumps Politics

ESG Is a Preference, Not a Strategy

Did I Miss The Value Turn?

Predicting Equity Returns with Inflation

Factor Timing: Keep It Simple

How COVID-19 Vaccines and Brexit Create the Trade of the 2020s

Plausible Performance: Have Smart Beta Return Claims Jumped the Shark?

Standing Alone Against The Crowd: Abandon Value? Now?!?

What Is Quality?

Robert Shiller Explains Narrative Economics

The Unintended Consequences Of Thinking In Dollars

The Business Case For Purposeful Business

Bubble, Bubble, Toil And Trouble

Dismiss MMT At Your Peril

Rob Arnott: Are Valuations Irrelevant?

The Inverted Yield Curve

Strike The Right Balance In Multi-Factor Strategy Design

The History Of The Cross-Section Of Stock Returns

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