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EssentialThe Essential Conversation

Rob Arnott: "Valuation Is King When It Comes to Shaping Long-Term Returns"

Featuring Rob Arnott and Ash Bennington

Aug 25, 2021 • 58 minutes

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Essential

The Essential Conversation

Rob Arnott: "Valuation Is King When It Comes to Shaping Long-Term Returns"

Rob Arnott, one of the most influential quant investors worldwide, shares his insights on valuation & portfolio theory for today's capital markets.

Featuring Rob Arnott and Ash Bennington

Aug 25, 2021 • 58 minutes

Research Affiliates founding chairman Rob Arnott is one of the most influential and respected quantitative investors and financial analysts in the global investment community for the past three decades. From his award-winning research, he spearheaded several unique portfolio strategies that are widely applied such as tactical asset allocation. Arnott returns to Real Vision, sharing his insights on valuation and portfolio construction within the context of capital markets today, which are being carried ever higher and becoming ever frothier by excess liquidity and building inflationary pressure. Interviewed by Ash Bennington on August 19, 2021. Show More

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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