NEWS

Barron's - Rates, Recession, and Inflation: A Top Pro on the Big Picture

Barron’s Feature Interview: Richard Bernstein sat down to discuss the Fed, the outlook for inflation and where to invest in the coming year.

Our Latest Thinking

SUBSCRIBE TO OUR NEWSLETTER

Get RBA's unique macroeconomic research and latest market insights delivered straight to your inbox.

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.

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.

STAY CONNECTED

@RBAdvisors

Follow us on Twitter for RBA's real-time market views

The #Fed clearly has a ton of work to do yet and #forecasts of the “terminal rate” increasingly seem much too low. Real Fed #Funds still near-historically negative while the jobs #market is RED HOT. https://t.co/U8m4X3V6Wv

Thinking about how to position your #portfolio for the rest of the year? Watch the replay of RBA’s market #update to learn how to navigate this unusual market environment: https://t.co/iptpulKuuN https://t.co/0QXhPiIp71

The #Fed clearly hasn’t tightened enough. “Free money” fueled speculation, meme-stock mania, and gross misallocations of #capital all continue unabated. (Chart: @Bloomberg) https://t.co/PaKualFa3l