A bird in the hand...
In a speculative market chasing AI and high beta, this report makes the case for the steady power of compounding dividends reminding investors that, especially late in the cycle, a bird in the hand may truly be worth two in the bush.
Sound Bites for Client Discussions
Uncertainty dominates the day, with market volatility sparking investor questions not seen in years. With this in mind, we’ve put together a concise cheat sheet covering key topics on everyone’s radar.
Diversification vs. the Siren's Song
Like sailors lured by the Sirens' song, today’s investors risk being captivated by seductive narratives in the market. While diversification remains a time-tested strategy for building wealth, we examine the risks and returns investors are embracing today.
When certainty is scarce...
With uncertainty rising and credit markets flashing early warning signs, RBA explains why now might be the time to sidestep risk—and where investors can still find attractive, high-quality returns in fixed income.
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WTF: Watch the Fed
The Fed's extraordinary stimulus since the pandemic has fueled one of the broadest waves of speculation in history, from expensive equity valuations, tight credit spreads, and the ongoing bubble in cryptocurrencies, all pointing to excess liquidity.
RBA | Sep 29, 2025
Speculators should be wary. Investors should be licking their chops.
Speculation may be running rampant—much like past bubbles—but that’s exactly why long-term investors should be optimistic. As past bubbles eventually gave way to investment opportunities, this environment could set the stage for powerful long-term returns.
RBA | Jul 30, 2025
The Mag 7 becomes the Mid 7
Market leadership is shifting and the once-dominant Magnificent 7 may no longer be so magnificent. Our latest report reveals why broader opportunities are emerging across sectors and regions, with quality, value, and growth converging in unexpected places
RBA | May 29, 2025
Diversification vs. the Siren's Song
Like sailors lured by the Sirens' song, today’s investors risk being captivated by seductive narratives in the market. While diversification remains a time-tested strategy for building wealth, we examine the risks and returns investors are embracing today.
RBA | Apr 30, 2025
Historically confident investors meet historically uncertain world
We explain how investors have virtually no fear despite fundamentals growing increasingly nebulous and uncertain. They're looking at diversification as a lead weight on performance rather than as a time-tested risk-reduction tool.
RBA | Feb 25, 2025