Rob Arnott Warns Against Concentrating on US Growth

Research Affiliates founder and Chairman Rob Arnott discusses inflation’s impact on value stocks. He says “value is very near its cheapest levels ever.” Speaking on "Bloomberg The Close," Arnott says concentrating on US growth for core holdings is "as dangerous an exercise as picking up nickels in front of a steamroller."
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[@HermannTheGreat]

He loves volatility but doesn't love US core growth.. huh.. the best dominating companies in the entire world. Thinking international will ever re-take any type of lead against the U.S. economy is a fools errand imo barring an end of the world event. The world has changed at light-speed in only a decade and nobody else is catching up. Value is at a low P/E currently but it doesn't mean that the Mag 7 won't continue to demonstrate incredible outperformance as is continuing quarter after quarter.

[@donkeychan491]

China's economy is already 50% bigger than the US on a PPP basis

[@MSN1701]

Brics pay is here and its amazing....no more swift....yes