Experts

Campbell Harvey

Partner, Director of Research, Research Affiliates

Dr. Harvey is a partner and head of research at Research Affiliates, a subadvisor to PIMCO. He leads strategic research and product development, and he is a member of Research Affiliates' Investment Committee. He is also a professor of finance at the Fuqua School of Business at Duke University and a research associate of the National Bureau of Economic Research in Cambridge, Massachusetts. Dr. Harvey has published over 150 scholarly articles, and three times he has received the Bernstein Fabozzi/Jacobs Levy Award for best article from the Journal of Portfolio Management. He has also received nine Graham and Dodd Awards/Scrolls for excellence in research and financial writing, as well as the James R. Vertin Award from the CFA Institute Research Foundation. He holds a Ph.D. from the Booth School of Business at the University of Chicago, an MBA from York University in Toronto, and an undergraduate degree from Trinity College at the University of Toronto.

Investment Strategies

All Asset All Access: Long-Term Return Expectations, Near-Term Outlook, and the Inverted Yield Curve

8/3/2023

Research Affiliates explains why their long-term return forecasts have risen across asset classes, and the implications of their near-term outlook for U.S. recession.

Jim Masturzo, Campbell Harvey

Investment Strategies

All Asset All Access: Macro and Market Signals Inform Portfolio Strategy

12/2/2022

Research Affiliates discusses the investment implications of their global inflation outlook, along with key indicators about the potential severity of the next recession.

Jim Masturzo, Campbell Harvey

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