Excess Returns
Value Investing, Inflation and Expected Returns with Rob Arnott
Mar 28, 2024
Rob Arnott, founder of Research Affiliates, discusses inflation, struggles of value investing, expected future returns, avoiding value traps, AI impact, and future concerns and optimism in investing.
58:46
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Quick takeaways
- Consider asymmetries in inflation rates and macroeconomy when making investment decisions.
- Explore undervalued non-US and emerging markets for potentially favorable returns in the current market environment.
Deep dives
Rob Arnott Discusses Inflation and Macroeconomic Narratives
Rob Arnott shares insights about inflation and macroeconomic narratives. He emphasizes the significance of not solely betting on narratives as market prices are already reflective of them. Arnott discusses the asymmetries in inflation rates and the macroeconomy, highlighting the importance of considering potential outcomes beyond the consensus. He also points out the role of the consumer in supporting the economy and underscores the need to analyze asymmetries to make informed investment decisions.
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