OUR APPROACH

Pactive® Approach to Investing

As a global macro multi-asset manager leveraging ETFs to express our views, we rely on "X-raying ETFs" to view total portfolio risk and exposures. This process allows the Investment Committee to see beneath the surface of the holdings, ensuring there are no unforeseen risks.

Learn about our investing approach

Latest from RBA

Podcast

Dan Suzuki on UBS On-Air Market Moves Podcast

Video

Michael Contopoulos on The Close

News

Investors should ignore the election noise

NAVIGATING THE NOISE

Featured Strategies

RBA offers global "go-anywhere," tactical ETF-only solutions for a range of investment objectives and risk tolerances that are all rooted in our top-down, macroeconomic research.

Global Risk-Balanced

Flagship All Asset strategy with most flexible guardrails

Global Equity

Purely equity-focused strategy taking a uniquely macro approach to positioning

Core Plus Total Return

Purely fixed income-focused strategy taking a uniquely macro approach to positioning

Global Aggressive

All Asset - 80/15/5 neutral allocation with the flexibility to go +/- 10%

Global Moderate

All Asset - 50/45/5 neutral allocation with the flexibility to go +/- 10%

Global Conservative

All Asset - 20/75/5 neutral allocation with the flexibility to go +/- 10%

INSIGHTS

View All Insights

Our Latest Thinking

Special Report

The Morning After

Nov 06, 2024

Monthly

Fade the Election Part 2: Debt & Deficits

Oct 30, 2024

Monthly Insight

Fade the election

Sep 17, 2024

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MEDIA

RBA In the News

News

Investors should ignore the election noise

Nov 04, 2024

Video

Richard Bernstein on CNBC's Power Lunch

Nov 04, 2024

News

Investors Are Sleeping On U.S. Reindustrialization, Rich Bernstein Says

Nov 01, 2024

Video

Michael Contopoulos on The Close

Oct 31, 2024

Podcast

Dan Suzuki on UBS On-Air Market Moves Podcast

Oct 30, 2024

News

Jeremy Grantham’s GMO Expands ETF Franchise With New Value-Trade Offerings

Oct 29, 2024

Video

Dan Suzuki on CNBC's Power Lunch

Oct 29, 2024

News

Tactical advice in REIT sector from a Scotiabank analyst

Oct 25, 2024

News

Election Won't Hurt Stocks Either Way, Richard Bernstein Says

Oct 25, 2024

View media

RBA's Unique Investing Approach

RBA’s disciplined top-down investment approach seeks to identify investment opportunities that are often unrecognized or ignored as investors tend to focus too much on yesterday’s winners.

Top–Down Approach

We conduct top-down, macroeconomic research utilizing an extensive array of indicators to assess corporate profits, liquidity, and investor sentiment/valuation. We believe the markets are driven by profit cycles, not economic cycles.

Pactive® Investing

Pactive® investing is the active management of passive investments to drive alpha from size, style, region, sector, and other factors. RBA “X-rays” ETFs, looking at the underlying holdings of each ETF, resulting in a deeper assessment of macro exposures.

Global, Go-Anywhere Portfolios

Our portfolios are global, "go-anywhere" - we can go anywhere, but don't have to be everywhere. Our strategies emphasize and de-emphasize global market segments at different times, and will avoid assets that are unfavorable.