Focusing on Growth (Not Market Cap)
Masters in Business
Bloomberg
4.4 • 2.2K Ratings
🗓️ 7 May 2026
⏱️ 16 minutes
🧾️ Download transcript
Summary
Indexes are weighted by their size, primarily market cap. Research Affiliates’ latest index focuses on Growth, rejiggering these indexes based on how fast companies are growing. At The Money', Barry speaks with Rob Arnott, founder of Research Affiliates (RAFI). Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.
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Transcript
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| 0:00.0 | Some follow the noise. |
| 0:03.3 | Bloomberg follows the money. |
| 0:05.4 | Because behind every headline is a bottom line. |
| 0:09.3 | Whether it's the funds fueling AI or crypto's trillion dollar swings, |
| 0:13.8 | there's a money side to every story. |
| 0:16.5 | And when you see the money side, you understand what others miss. |
| 0:20.8 | Get the money side of you understand what others miss. |
| 0:22.3 | Get the money side of the story. |
| 0:25.2 | Subscribe now at Bloomberg.com. |
| 0:31.1 | Take a load up, baby. |
| 0:38.3 | And you put the loan right on it. |
| 0:59.0 | Traditional market cap weighted indexes like the S&P 500 have really done a great job in dominating investor inflows. But today, there's concerns of cap weighting that is leading into increased market concentration into just a handful of stocks, especially the |
| 1:05.3 | Mag 7, higher valuations, and increased risks for investors. How should an index investor think about this? |
| 1:13.9 | Well, to help us unpack all of it and what it means for your portfolio, let's bring in Rob or |
| 1:18.7 | not, founder of research affiliates. The firm recently put out the research affiliates growth |
| 1:25.2 | index that's different from both cap-weight |
| 1:28.6 | ETFs but also different from equal-weight ETFs. |
| 1:32.8 | So I'm fascinated by this index, which you guys put out. |
| 1:36.5 | You're tracking it live today. |
| 1:38.4 | It's not yet investable, but I assume there'll be an ETF out sooner rather than later. |
| 1:45.4 | Define Raffig, define the research affiliates growth index. |
| 1:50.8 | What are the weights based on? |
... |
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