Perspectives Article Archive

Title Collection Author Date
Peak Profits Perspectives Research Affiliates , 01/29/16
The Confounding Bias for Investment Complexity Perspectives Jason Hsu and John West 01/20/16
From Brutish to a Brouhaha: Shifting Winds and the Demographic Payback Perspectives Michael Aked 01/14/16
Forecasting Returns: Simple Is Not Simplistic Perspectives Jim Masturzo 01/08/16
Elegant Design Perspectives Chris Brightman, Vitali Kalesnik, and Engin Kose 12/14/15
Research Affiliates: From Brutish to a Brouhaha: Shifting Winds and the Demographic Payback Perspectives Michael Aked 12/04/15
Reeling In Small-Cap Alpha Perspectives Vitali Kalesnik and Noah Beck 11/09/15
Black Ice: Low-Volatility Investing in Theory and Practice Perspectives Feifei Li and Engin Kose 10/22/15
Investing versus Flipping Perspectives Chris Brightman 10/13/15
Are Buybacks an Oasis or a Mirage? Perspectives Chris Brightman, Vitali Kalesnik, Mark Clements 10/02/15
How NOT to Wipe Out with Momentum Perspectives Chris Brightman, Vitali Kalesnik, Engin Kose 09/25/15
The China Syndrome: Lessons from the A-Shares Bubble Perspectives Jason Hsu 09/18/15
Is a Stronger U.S. Dollar Really Bad News? Three Myths about Emerging Markets Perspectives Michele Mazzoleni 08/24/15
Are Stocks Overvalued? A Survey of Equity Valuation Models Perspectives Chris Brightman, Jim Masturzo, and Noah Beck 07/23/15
The Whole Story: Factors + Asset Classes Perspectives Jason Hsu 06/30/15
The Market for “Lemons”: A Lesson for Dividend Investors Perspectives Chris Brightman, Vitali Kalesnik, and Engin Kose 06/10/15
The Danger in “Debalancing” Perspectives John West, Brandon Kunz, and Amie Ko 06/02/15
Slow Growth: A Tale of Two Theories Perspectives Shane Sheppard 05/22/15
Calling the Turns: Why Market Timing Is So Hard Perspectives Philip Lawton 05/01/15
Greek Drama: Act 2 Perspectives Chris Brightman and Shane Shepherd 04/27/15