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In episode 210 we welcome our guest, Jonathan Treussard, Partner, and Head of Product Development at Research Affiliates.\nWe discuss what\u2019s currently going on in the world around us and how rapidly things are changing. We cover the idea of \u201cnowcasting,\u201d and how it\u2019s different from the type of forecasting and opinion that prevalent, often unhelpful, and sometimes downright detrimental to investment decision making.\nWe talk about Research Affiliate\u2019s stance on valuations, emerging markets looking attractive, and having discipline when it comes to analyzing data to form a sensible guide to forward looking expectations. We get into factor investing, value investing\u2019s underperformance, and the behavioral struggle investors have with it.\nAs we wind down, we chat ESG investing, and hear a candid take on the industry\u2019s approach in helping investors prepare for retirement.\nAll this and more, including some of Jonathan\u2019s thoughts on ESG investing.\nLearn more about your ad choices. Visit megaphone.fm/adchoices