Michael Contopoulos outlines why we believe now is a good time to utilize Collateralized Loan Obligations (CLOs) as part of a fixed income portfolio and details the ins and outs of what a CLO is and how it works.

RBA | Nov 19, 2024

As we have done in the past after a Presidential election, here are ten quick investment thoughts.

RBA | Nov 06, 2024

We explore the modern history of US debt to GDP across several Presidential administrations and outline why investors should not be worried about a financial apocalyptic abyss.

RBA | Oct 30, 2024

Dan Suzuki examines why tight Fed policy doesn't always equate to tight liquidity and looks into the historical data on Fed cuts.

RBA | Oct 24, 2024

We explain why RBA has been highly dispassionate regarding politics when building portfolios, and why that unemotional approach might be even more important in the current stormy political environment.

RBA | Sep 17, 2024

Stay under the umbrella while you read our extended edition of Charts for the beach.

RBA | Aug 14, 2024

Michael Contopoulos examines how the change in the macro backdrop has created two dilemmas for fixed income investors, and how investors can take advantage of the environment to find opportunities.

RBA | Aug 01, 2024

We analyze the differences between value and growth investing over time and outline the generational opportunities that investors may be overlooking.

RBA | Jul 10, 2024

In this quick insight, Dan Suzuki explains why there are other important considerations that argue against being max overweight in stocks despite the positive earnings backdrop.

RBA | Jun 12, 2024

There are many historical relationships within financial markets based on sound economic theory, which accordingly repeat cycle after cycle.

RBA | May 31, 2024