Losing Religion

9.14.17

Losing Religion

Many investors no longer view the US as the global safe haven to turn to during bouts of volatility. We argue that US and global fundamentals remain strong, however, many global investors seem to be losing religion.

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Charts for the beach - 2017

8.7.17

Charts for the Beach -2017

It’s time again for RBA’s annual ‘Charts for the beach,’ where we highlight what consensus is currently missing.

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Active vs. Passive

6.13.17

Active vs. Passive

Many investors seem to be stuck in the middle of the false dichotomy between active and passive investing. At RBA, we argue it’s much more important for investors to ascertain which active or passive portfolio to buy and when to own it.

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The 3 Ps: politics, profits, and probabilities.

7.11.17

The 3 Ps: politics, profits and probabilities.

Investing based on headlines and political promises is rarely beneficial to one’s portfolio. It’s dispassionately investing for fundamentals that continue to drive the markets.

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Fundamentals, Fundamentals, Fundamentals

5.9.17

Fundamentals, Fundamentals, Fundamentals

Political rhetoric may make it seem that the end is nigh, however, it’s fundamentals, not fear that will benefit your portfolio.

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