401(k) Fridays Podcast

This week I am excited to welcome back Rob Arnott, Founder & Chairman of Research Affiliates to dive into the trick topic of inflation and its impact on the markets. We also dive into the challenges of rising rates, equity valuations and whether the investment realities of commercial real estate has changed. A quick note, we recorded this episode prior to the Russian invasion of Ukraine, so there is not much talk of those events. That’s it, I hope you enjoy my conversation with Rob!   Guest Bio Rob Arnott is the founder and chairman of the board of Research Affiliates, a global asset manager dedicated to profoundly impacting the global investment community through its insights and products. The firm creates investment strategies and tools based upon award-winning research, and delivers these solutions in partnership with some of the world’s premier financial institutions. Rob plays an active role in the firm’s research, portfolio management, product innovation, business strategy and client facing activiti