Get all of Opto's best content everyday, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletterWelcome back, I’m Haydn Brain, and you’re listening to Opto Sessions, where we interview the top traders and investors from around the world, uncovering their secrets to success.Vitali Kalesnik is Director of European Research at Research Affiliates Global Advisors. As of March 31st this year, $168 billion in assets are managed worldwide using investment strategies developed by Research Affiliates.Having headed up Research Affiliates’ equity research efforts at their headquarters in California, Vitali moved to London, now spearheading the company’s research agenda in Europe and developing new relationships in the region.Vitali starts by assessing the macroeconomic environment, covering inflation, monetary policy, the supply squeeze, and his recession outlook. Next, we dig into equity markets, Vitali provides priceless insight into the Growth-to-Value rotation, before considering ‘Quality’, and how he defines a quality stock. With company examples and actionable analysis of current markets, it’s a fascinating interview. Enjoy!Check out Vitali's paper 'What is Quality?', here: https://www.researchaffiliates.com/publications/journal-papers/717-what-is-qualityThanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter------------------Past performance is not a reliable indicator of future results.CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.-----The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

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