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All Asset All Access All Asset All Access: Diversifying Portfolios Amid Inflation and a Declining Dollar All Asset All Access: Diversifying Portfolios Amid Inflation and a Declining Dollar Research Affiliates discusses the outlook for the U.S. dollar and for global inflation, along with the takeaways for investment portfolios.
All Asset All Access All Asset All Access: Investment Implications of Inflation Expectations All Asset All Access: Investment Implications of Inflation Expectations Research Affiliates discusses the outlook for U.S. inflation expectations, and explains their business cycle model and how it informs portfolio positions.
All Asset All Access All Asset All Access: Positioning Portfolios for Opportunity in Stormy Markets All Asset All Access: Positioning Portfolios for Opportunity in Stormy Markets Research Affiliates discusses how the All Asset portfolios seek to capitalize on opportunities amid pandemic-related market volatility and a strengthening U.S. dollar.
All Asset All Access All Asset All Access, January 2020 All Asset All Access, January 2020 Research Affiliates provides its outlook for 2020 and discusses where it sees attractive return opportunities across the globe.
All Asset All Access All Asset All Access, October 2019 All Asset All Access, October 2019 In this issue, Research Affiliates discusses why its contrarian philosophy may add value over the long term and how the growing likelihood of a global economic slowdown is affecting positioning.
Omid Shakernia Head of Research, Research Affiliates Share Share Share via LinkedIn Share via Facebook Share via Twitter Share via Email Add Add Download Download Print Print Dr. Shakernia is a partner and head of research at Research Affiliates, a subadvisor to PIMCO. He focuses on innovative research and contributes to the firm’s research publications. He is responsible for quantitative research and development in the areas of signal generation, optimization, and portfolio construction across the multi-asset strategies of Research Affiliates. Prior to joining Research Affiliates, he was a senior technical specialist at Northrop Grumman, where he conducted research and technology development for unmanned vehicles. Dr. Shakernia holds a master's degree in financial engineering from the Anderson School of Management at UCLA. He also received bachelor's, master's, and doctorate degrees in electrical engineering and computer sciences from the University of California, Berkeley.