Losing Religion

Many investors no longer view the US as the global safe haven to turn to during bouts of volatility. We argue that US and global fundamentals remain strong, however, many global investors seem to be losing religion.

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Charts for the Beach -2017

It’s time again for RBA’s annual ‘Charts for the beach,’ where we highlight what consensus is currently missing.

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The 3 Ps: politics, profits and probabilities.

Investing based on headlines and political promises is rarely beneficial to one’s portfolio. It’s dispassionately investing for fundamentals that continue to drive the markets.

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Active vs. Passive

Many investors seem to be stuck in the middle of the false dichotomy between active and passive investing. At RBA, we argue it’s much more important for investors to ascertain which active or passive portfolio to buy and when to own it.

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Fundamentals, Fundamentals, Fundamentals

Political rhetoric may make it seem that the end is nigh, however, it’s fundamentals, not fear that will benefit your portfolio.

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February 11, 2016 was more important than November 8.

Many investors believe that November 8th was the catalyst for recent market performance, however, fundamentals began improving much earlier. Remember, it’s profits, not politics that matters.

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Pactive® investing

Historical studies show individual investors are very poor asset allocators, and are undoubtedly no better at selecting ETFs. At RBA, our Pactive® Management portfolios combine the benefits of low-fee, transparent and liquid passive investments with RBA’s asset allocation expertise.

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What's in your ETF portfolio?

Many investors don’t realize that the main sources of returns for “Factor ETFs” often have little to do with their named factor. RBA’s process of X-raying ETFs uncovers what’s truly driving performance in ETF portfolios.

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