Rob Arnott

21 results

Previously profitable tech stocks suffered badly last week as bond yields spiked. Photograph: iStock

Investors have a second chance to rotate into global value stocks, according to a recent note co-authored by Research Affiliates founder Rob Arnott. (...)

Trading below $250 in mid-July, Moderna stock briefly exceeded $340 last Tuesday, giving it a market capitalisation of $135 billion ahead of Wednesday’s index debut. Photograph: Michael Nagle/Bloomberg

Vaccine maker Moderna joined the S&P500 last week, much to the delight of investors in the company. Trading below $250 in mid-July, the stock brie(...)

 Tesla shares have been pummelled lately but the stock still looks incredibly expensive. Photograph: Michael Reynolds/EPA

Tesla shares have been pummelled lately but the stock still looks incredibly expensive, as do other electric vehicle (EV) makers. EV investors, says R(...)

There has been much talk of a rebound for global value stocks in 2021.

Brexit Britain may be a diminished actor on the world stage but beaten-down UK equities now represent the trade of the decade. That’s according to a (...)

US pharmaceutical giant Pfizer and German biotech firm BioNTech announced their coronavirus vaccine was more than 90 per cent effective in preventing Covid-19 among those without evidence of prior infection, according to new data. Photograph: Jakub Porzycki/NurPhoto

Pfizer’s Covid-19 vaccine announcement last week finally brought some respite for value stocks that had been battered in 2020. Bespoke Investments no(...)

Markets responded to last week’s US presidential election by posting their biggest post-election day rally in 120 years. Photograph: Jim Watson and Dominick Reuter/AFP

The reaction to last week’s presidential election in the United States shows how quickly market narratives can shift. Prior to the election, the conse(...)

Traders work at the New York Stock Exchange. Photograph: Johannes Eisele/AFP/Getty Images

Stocks have been all over the place in recent weeks as investors became gripped by election fever, but as veteran money manager and Research Affiliate(...)

A member of security wearing a protective mask stands in front of an electronic board displaying stock prices at the lobby of the Indonesia Stock Exchange  in Jakarta, Indonesia. Photograph: Dimas Ardian/Bloomberg

Global stocks are in bear market territory but some regions remain much cheaper than others. If you’re a value investor with a long-term outlook, you(...)

US stocks have experienced their fastest-ever move from all-time highs to a bear market. Photograph: Johannes Eisele/AFP via Getty Images

The longest bull market in history has been followed by the fastest bear market in history. No two bear markets are the same and the current one is un(...)

How far stocks fall depends not only on news flow, but on valuations. Photograph:  EPA/Justin Lane

Stocks have cratered because economies are shutting down and a global recession is coming. How far stocks fall, however, depends not only on news flow(...)

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