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Arnott and Asness: Can You Time Strategic Beta?

Rob Arnott and Cliff Asness agree on many fronts, but they have different views on how carefully you should consider valuation when deciding to invest in a factor strategy.

This analyst blog is part of our coverage of the 2016 Morningstar Investment Conference. 

The second day of the Morningstar conference kicked off with a conversation between AQR's Cliff Asness and Research Affiliates' Rob Arnott moderated by Morningstar's Ben Johnson.