MONTHLY INSIGHT

2025 Year Ahead: Certainties for an uncertain world

In our year ahead outlook, we unveil 5 key factors we believe offer rare certainty in these uncertain times. Discover how we’re navigating this landscape and positioning portfolios to seize opportunities and mitigate risks in the year ahead.

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NAVIGATING THE NOISE

Featured Strategies

RBA offers global "go-anywhere," tactical ETF-only solutions for a range of investment objectives and risk tolerances that are all rooted in our top-down, macroeconomic research.

Global Risk-Balanced

Flagship All Asset strategy with most flexible guardrails

Global Equity

Purely equity-focused strategy taking a uniquely macro approach to positioning

Core Plus Total Return

Purely fixed income-focused strategy taking a uniquely macro approach to positioning

Global Aggressive

All Asset - 80/15/5 neutral allocation with the flexibility to go +/- 10%

Global Moderate

All Asset - 50/45/5 neutral allocation with the flexibility to go +/- 10%

Global Conservative

All Asset - 20/75/5 neutral allocation with the flexibility to go +/- 10%

INSIGHTS

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Our Latest Thinking

Monthly Insight

Certainties for an uncertain world

Dec 16, 2024

Monthly Insight

Emphasize value as investors increasingly throw caution to the wind

Nov 26, 2024

Quick Insight

How much cash is really on the sidelines?

Nov 21, 2024

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MEDIA

RBA In the News

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Trump poised to replace Powell as Wall Street’s obsession

Dec 18, 2024

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Dec 13, 2024

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Richard Bernstein Advisors (RBA) Recognized in Pensions & Investments Best Places to Work in Money Management

Dec 09, 2024

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Bill Gross Is On the Alert as Momentum Mania Sweeps Wall Street

Dec 06, 2024

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The Stock Market Could Be Too Strong for Its Own Good

Dec 02, 2024

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Trump’s Plans Risk Inflating Bullish Stock Market Into a Bubble

Nov 30, 2024

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This $7 Trillion Pile Won’t Save the Bulls

Nov 29, 2024

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Dan Suzuki on The Close

Nov 19, 2024

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Buyers Flock to Bonds After 30-Year Yield Hits Highest Since May

Nov 18, 2024

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Richard Bernstein on CNBC's Closing Bell Overtime

Nov 18, 2024

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RBA's Unique Investing Approach

RBA’s disciplined top-down investment approach seeks to identify investment opportunities that are often unrecognized or ignored as investors tend to focus too much on yesterday’s winners.

Top–Down Approach

We conduct top-down, macroeconomic research utilizing an extensive array of indicators to assess corporate profits, liquidity, and investor sentiment/valuation. We believe the markets are driven by profit cycles, not economic cycles.

Pactive® Investing

Pactive® investing is the active management of passive investments to drive alpha from size, style, region, sector, and other factors. RBA “X-rays” ETFs, looking at the underlying holdings of each ETF, resulting in a deeper assessment of macro exposures.

Global, Go-Anywhere Portfolios

Our portfolios are global, "go-anywhere" - we can go anywhere, but don't have to be everywhere. Our strategies emphasize and de-emphasize global market segments at different times, and will avoid assets that are unfavorable.