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.
Trade Tensions & Trading Tensions: Policy and market uncertainty
Join Rich Bernstein & Mike Contopoulos where they will unpack how shifting global trade dynamics are affecting risk premiums, valuations, and where opportunities may be emerging.
Narrow markets are the exception, not the rule
We explore why extreme market concentration is unsustainable, how competition and innovation drive broader market performance, and why diversification is key as volatility rises. Don’t let market extremes catch you off guard.
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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
Narrow markets are the exception, not the rule
We explore why extreme market concentration is unsustainable, how competition and innovation drive broader market performance, and why diversification is key as volatility rises. Don’t let market extremes catch you off guard.
RBA | Jan 30, 2025
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