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

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

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.

RBA | Nov 21, 2024

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