WEBINAR

Investing (NOT trading) for a decelerating profits cycle: Dividends & quality

Join Rich Bernstein & Mike Contopoulos on July 22nd at 4:15 PM ET for our next market update webinar.

Latest from RBA

Video

Rich Bernstein on The Compound and Friends

News

Certainty is now a scarcity in markets

Podcast

Rich Bernstein on Barron's Live

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

Webinar

Investing (NOT trading) for a decelerating profits cycle: Dividends & quality

Jul 22, 2025

Monthly Insight

A bird in the hand...

Jun 30, 2025

Monthly Insight

The Mag 7 becomes the Mid 7

May 29, 2025

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MEDIA

May 30, 2025

News

Trump's tariff tally: $34 billion and counting, global companies say

May 29, 2025

Video

Rich Bernstein on The Compound and Friends

May 23, 2025

Video

Rich Bernstein on Closing Bell Overtime

May 19, 2025

Video

Mike Contopoulos on The Close

May 19, 2025

Video

Rich Bernstein on The Exchange

May 13, 2025

News

Wobbling economy will push the Fed to cut interest rates later this year, CNBC survey finds

May 06, 2025

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.