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

News

Investors should ignore the election noise

News

Macro Analysis Signals Growth in Industrials, Energy and Materials

Video

Richard Bernstein on CNBC's Closing Bell Overtime

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

Fixed Income Insight

Opportunities beyond the traditional bond indices

Nov 19, 2024

Special Report

The Morning After

Nov 06, 2024

Monthly

Fade the Election Part 2: Debt & Deficits

Oct 30, 2024

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MEDIA

RBA In the News

Video

Richard Bernstein on CNBC's Closing Bell Overtime

Nov 18, 2024

Video

Richard Bernstein on Bloomberg Surveillance

Nov 12, 2024

News

Macro Analysis Signals Growth in Industrials, Energy and Materials

Nov 10, 2024

News

Dow Achieves First Record High Since January

Nov 07, 2024

News

Rising Yields Loom Over the Stock Market’s Risk-On Trump Rally

Nov 06, 2024

News

What Is Election Day's Worst Possible Outcome for Markets? Analyst Verdicts

Nov 05, 2024

News

What David Kostin, Kevin McCarthy Are Watching as Votes Come In

Nov 05, 2024

News

Biggest Risk of Trump or Harris Winning? Market Strategists Answer

Nov 04, 2024

News

Investors should ignore the election noise

Nov 04, 2024

Video

Richard Bernstein on CNBC's Power Lunch

Nov 04, 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.