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All Asset Managed Account
All Asset All Authority Fund
All Asset Fund
Dividend and Income Fund
RAE Fundamental Advantage PLUS Fund
RAE Fundamental Emerging Markets Fund
RAE Fundamental Global ex-US Fund
RAE Fundamental Global Fund
RAE Fundamental International Fund
RAE Fundamental PLUS EMG Fund
RAE Fundamental PLUS Fund
RAE Fundamental PLUS International Fund
RAE Fundamental PLUS Small Fund
RAE Fundamental US Fund
RAE Fundamental US Small Fund
RAE Low Volatility PLUS EMG Fund
RAE Low Volatility PLUS Fund
RAE Low Volatility PLUS International Fund
RAE Worldwide Long/Short PLUS Fund
In this issue, Research Affiliates offers insight into its inflation outlook, subjective adjustments to its model-driven approach and why incorporating macroeconomic volatility into standard valuation models may help in predicting equity market returns.
In this issue, Research Affiliates offers insight into how the PIMCO All Asset strategies have responded to tightening credit spreads and discusses its framework for creating long-term return forecasts for stocks and bonds.
In this issue, Research Affiliates offers insight into the continued case for diversification amid an aging bull market for U.S. stocks and discusses how its ongoing, targeted research informs risk pricing across emerging and developed markets.
Research Affiliates’ Rob Arnott, portfolio manager for PIMCO’s RAE Fundamental systematic equity strategies, looks at the performance of value and growth stocks over the last 20 years and explains why value presents a compelling opportunity.
Explore investment strategies and insights from PIMCO and Research Affiliates atpimco.com/get-systematic.
In this issue, Research Affiliates offers insight into its CPI-based secondary return benchmarks, its business cycle modeling and continued opportunities in emerging markets.
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Founder and Chairman, Research Affiliates
Mr. Arnott is the founder and chairman of Research Affiliates, a subadvisor to PIMCO. In 2002, he established Research Affiliates as a research-intensive asset management firm that focuses on innovative asset allocation and alternative indexation products. He previously served as chairman of First Quadrant, as president of TSA Capital Management (now part of Analytic Investors), and as vice president at The Boston Company. He also was global equity strategist at Salomon Brothers. He has published more than 100 articles in journals such as the Journal of Portfolio Management, the Harvard Business Review and the Financial Analysts Journal, where he also served as editor in chief from 2002 through 2006. He graduated summa cum laude from the University of California, Santa Barbara, in 1977 in economics, applied mathematics and computer science.