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

In our latest research insight, RBA's Senior Research Analyst, Matthew Poterba, explains the numerous positive developments that help explain China's strong year-to-date outperformance.

RBA | May 16, 2024

Investors often forget that nothing in the financial markets is permanent. Regardless of the hype or castigation, what’s hot eventually becomes cold and what’s cold eventually becomes hot.

RBA | Apr 30, 2024

We think deglobalization is becoming a powerful secular global economic force and, in this insight, we explain what it will take for the US economy to persevere.

RBA | Mar 20, 2024

In our latest insight, we outline the similarities of today's market to that of the Tech Bubble and explain what investors can expect once the bubble bursts. 

RBA | Feb 21, 2024