What lies ahead for investors in 2025?
While 2025 may bring uncertainty for investors, we've pinpointed five key certainties shaping the year ahead. Join Rich Bernstein in this quick video as he breaks down these insights and their potential impact on the markets in 2025.
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We strive to be the leading provider of innovative solutions for investors, and our competitive edge is our research driven macro style of investing.
Our top-down approach differentiates our firm from the more common, traditional bottom-up approach of most asset managers. We generate alpha by uncovering global investment styles and themes where we believe there are disparities between fundamentals and sentiment. This is very different from the traditional, bottom-up approach that seeks to generate alpha through individual security selection.
5 Certainties for 2025
For a deeper dive, read our year ahead report where we unveil 5 factors we believe offer rare certainty in these uncertain times. Discover how we’re positioning our portfolios to seize opportunities and mitigate risks in the year ahead.
RBA's Investing Approach
Read about our disciplined, top-down approach to investing and how our process focuses on the fundamentals with particular emphasis on corporate profits, liquidity, and investor sentiment/valuation.
How to Invest with RBA
Financial Advisors
RBA offers a range of actively managed, tactically driven products available at most wirehouses, TAMPS and RIA platforms.
Institutions
RBA has a suite of strategies providing solutions for complex investment challenges for Institutional Investors.
Individuals
Individuals can invest in RBA’s strategies by working with their Financial Advisor or investing in our mutual funds.