01.15.15

Are MLP returns correlated to oil prices? You bet they are!

Think MLPs are a diversifier against the energy sector?  Think again!  The recent decline in the price of oil has many investors worried, however, they seem to be less concerned with its impact on MLPs than they should be.

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01.9.15

Grease and Greece

With the Eurozone and energy sector concerns dominating 2015's headlines, see what RBA believes could be the real surprises facing both Greece and Grease.

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12.8.14

2015 Year Ahead: Continuing to deflate the global credit bubble

Curious about where RBA believes the market will be heading for the year ahead? As always, opportunities exist during times of great uncertainty, and 2015 will be no different.  We see the deflation of the credit bubble as the key market driver for 2015, with credit-related asset classes vastly underperforming while stocks have the potential to truly deliver. 

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12.8.14

Richard Bernstein at Redwood Global Markets Outlook 

Richard Bernstein discusses RBA's unique approach to investing at the 2014 Redwood Asset Management Global Markets Outlook in Toronto, Canada.

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11.13.14

Tired of being scared yet?

We have gathered a subjective list of fifty concerns in this cycle’s “wall of worry”. One has to wonder when investors will grow tired of being so scared.

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11.11.14

Rich Bernstein Financial Times interview: “How long can it  last?”

John Authers of the Financial Times quizzes Rich Bernstein on whether the long bull run for the S&P 500 can continue much longer.

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10.16.14

Special Report - Volatility Update

Broad financial market volatility has resurfaced and investors, as is typical, are running away.

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10.14.14

Is 'smart beta' smart enough?

Investors have become fascinated with so-called “smart beta” strategies. These strategies can be interesting, but they are hardly a panacea that will solve all investors’ problems.

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