401(k) Fridays Podcast

2020's Perspective: The Death of... Investment Diversification?

Informações:

Synopsis

The last decade came to a close with us in the midst of a bull market in for the ages, while that was great, what's next? Will the good times continue to roll? Or, will the 2020’s be a lost decade for returns? Or something in between? To help chew on this, I was happy to welcome back Rob Arnott, Chairman of Research Affiliates to the podcast. If you are not familiar with Rob, despite his fancy titles, he plays an active role in the firm’s research, portfolio management, product innovation, business strategy, and client-facing activities. He has pioneered several unconventional portfolio strategies that are now widely applied, such as tactical asset allocation, global tactical asset allocation, tax-advantaged equity management, and the Fundamental Index™ approach to investing. His success in doing so has resulted in a reputation as one of the world’s most provocative practitioners and respected financial analysts. During our conversation about what the next decade could hold for the financial markets, he share