Rob Arnott
17 results

Stocktake: Vaccine news brings respite for value stocks
- Personal Finance
- November 17, 2020, 05:40
Pfizer’s Covid-19 vaccine announcement last week finally brought some respite for value stocks that had been battered in 2020. Bespoke Investments no(...)

Stocktake: Beware of changing post-election narratives
- Personal Finance
- November 10, 2020, 05:40
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(...)

Stocktake: Election outcome makes ‘shockingly little difference’ for stocks
- Personal Finance
- November 10, 2020, 05:10
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(...)

Global stocks: what’s cheap and what’s not?
- Commercial Property
- April 28, 2020, 05:15
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(...)

Can history guide investors through the coronavirus crash?
- Commercial Property
- March 24, 2020, 05:15
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(...)

Stocktake: Are global stocks cheap?
- Personal Finance
- March 17, 2020, 05:00
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(...)

The next decade may be a tough one for investors
- Commercial Property
- February 4, 2020, 05:15
The soaring US stock market has led the world over the past 10 years, but a growing number of strategists are cautioning that the 2020s may prove to b(...)

Will the next decade be a better one for value investors?
- Commercial Property
- January 28, 2020, 05:15
Value investing – buying cheap stocks in the hope of buying low and selling high – has been a winning strategy for most of the last century. However, (...)

Tech stocks: bubble, bubble, toil and trouble?
- Personal Finance
- August 20, 2019, 05:00
Investors should avoid the broader US market and be especially wary of certain technology stocks that are, like bitcoin and controversial electric car(...)

Are record corporate profit margins sustainable?
- Personal Finance
- May 29, 2018, 07:00
Corporate America has just enjoyed a bumper earnings season. Profits have risen by a quarter over the last year, underpinned by record high-profit mar(...)