Fade the election
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.
Fade the Election Part 2: Debt & Deficits
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.
How much cash is really on the sidelines?
Dan Suzuki analyzes current and historical trends in investors' stock, bond, and cash holdings to assess whether this "cash on the sidelines" narrative could be a valid catalyst for pushing the stock market to new highs.
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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.
RBA | Dec 16, 2024
Emphasize value as investors increasingly throw caution to the wind
We compare investor risk-taking behaviors at the start of the bull market with those nearly 16 years later. We also analyze key market areas that can offer essential diversification to help manage overall portfolio risk.
RBA | Nov 26, 2024