Rob Arnott on Excess Returns Podcast

Rob Arnott of Research Affiliates joins the Excess Returns podcast. Though Research Affiliates’ and Standpoint’s philosophies around investing are different, we share many of the same principles and values for what it takes to be a successful investor.

Key Takeways

  • It’s important for any investor to know why returns are deserved and will persist using any investment strategy. Many investors neglect to ask this vital question when evaluating where to allocate capital.
  • Historical data suggests no linkage between interest rates and stock prices. This is true for the broad market of different countries and the relative performance of growth vs. value stocks.
  • A mechanism that forces discipline is the most reliable way to succeed as an investor.

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