Rob Arnott, Whose Company Helps To Oversee $200 Billion, Warns About Crisis And Serious Inflation
KingWorldNews.com
July 27, 2018
Today Rob Arnott, whose company Research Affiliates helps to oversee $200 billion, warned about crisis and serious inflation.
Crisis And Serious Inflation
July 27 (King World News) – Here is a small portion of a very powerful interview with Rob Arnott, the man who helps to oversee more than $200 billion.
Eric King: “Rob, there’s a timeframe for the implementation of QT (Quantitative Tightening), and so you see this stimulus from the European Central Bank, as an example, being cut as they move further into QT.
Is there some point where you’ve run the numbers and looked at that model and said, ‘We’re going to have a liquidity issue, and we don’t even know what kind of bids are going to be under this market if it starts to tumble?’ And what have you told your people to do to prepare for that?”
Rob Arnott: “Firstly, now is the time for a more defensive posture. Three years ago I was openly suggesting an aggressive posture, a risk-on posture. Today it’s time to begin moving risk-off. The upside on markets that are cheap is smaller than the downside on markets that are expensive. So I think that’s the way to prepare for it.
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