2.8.16

Location, Location, Location

When the global economy was binging on credit, it was fine to invest in marginal locations’ equity markets. However, as the global economy slowed, those fringe markets have disappointed, and “location, location, location” has proved as important to equity performance as it is in real estate.

Download PDF

1.13.16

Introducing Asset Allocation 2.0 

Global markets are experiencing a major paradigm shift, which has rendered traditional asset allocation models all but obsolete. In order to attain true diversification investors must abandon the past and embrace the new. Introducing Asset Allocation 2.0TM

Download PDF

12.11.15

2016 - Mute the TV 

With 2016 right around the corner, investors should remember that it rarely helps portfolio performance to listen to the 24-hour news cycle and Presidential candidates’ rhetoric.  We’d rather invest for our clients based on a rigorous analysis of data, which currently suggests the US economy is in considerably better shape than recent campaigning suggests. For 2016, it’s time to mute the TV and focus on fundamentals, not noise.

Download PDF

11.11.15

Taking Grounders In Spring Training

If there’s one thing that all of ‘the greats’ throughout history have in common, it’s a mastery of the fundamentals.  Grammy award winning singers warm their voices up before every performance and Hall Of Fame baseball players take grounders every spring training. Unfortunately, investors continue to focus on noise instead of the basics of investing. 

Download PDF

10.14.15

Is the Sky Really Falling?

While most investors remain hesitant to make a move, the recent market correction created a great entry for savvy investors.  One must ask themselves if this is the beginning of the end or merely a bump in the road of a continued bull market.

Download PDF

09.9.15

Uncertainty = Opportunity

Market volatility is currently making front-page headlines, but investors should look past the noise and objectively focus on the fundamentals.  With this in mind, RBA sees opportunities in these uncertain markets.

Download PDF

08.13.15

Charts for the Beach 2015

We've put together five of our favorite non-consensus charts that are perfect reading material for a sunny day at the beach.

Download PDF

07.27.15

Embrace, Don't Fear, Illiquid Asset ETFs

Our research suggests that while many are fearful of the unknown, investors should embrace, not fear, illiquid asset ETFs.

Download PDF