Arnott: Emerging Markets Still Look Good

Rob Arnott’s Research Affiliates can now boast about $60 billion in assets that use “fundamental” indexes from his Newport Beach, Calif.-based company that screens stocks based on book value, cash flow, sales and dividends. One wonders if the future of indexing will feature Arnott more and more. When IndexUniverse.com Managing Editor Olly Ludwig sat down with Arnott in his office, they talked about his disagreement with indexing legend John Bogle, the state of the ETF industry and the allure of investing in relatively debt-free emerging markets countries.