Why “boring” may be beautiful for investors in 2026
After one of the most speculative years in recent memory, investors are entering 2026 with markets still fixated on AI, mega-caps, and aggressive Fed cut expectations. In this quick video, Rich Bernstein explains why RBA is leaning into what he calls “boring” investments, areas where fundamentals, not excess liquidity, drive returns.
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We strive to be a trusted partner for long-term investors, and our competitive edge is our research-driven, macro style of investing.
Our top-down approach differentiates us from traditional bottom-up managers. We focus on corporate profits, liquidity, and investor sentiment/valuations to identify global themes where fundamentals and expectations diverge, then build diversified portfolios around those opportunities.
2026: Boring is Beautiful
For a deeper dive, read our 2026 Year Ahead report. We explain why 2025’s speculative excesses may set the stage for “boring” investments in dividends, quality companies, higher quality fixed income, and gold, and how RBA is positioning portfolios.
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 thematic ETFs.