MONTHLY INSIGHT

A menu of global opportunities

Read our latest insight to learn why we are willing to invest outside the US and where we see the growing investment opportunities despite other investors’ caution.

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Richard Bernstein on Power Lunch

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Our Latest Thinking

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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

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

Why are we willing to invest outside the #US? Read our latest insight to learn where we see the growing #investment opportunities despite other investors’ caution. https://t.co/gytHSfkuvM https://t.co/Q1vlotXRei

Before one declares victory on commodity #inflation note that both #energy and industrial #commodities are up 10% in the past month. https://t.co/MS45Bh24vu

#Butter prices are up 25%! Where are the Cardiologists?? Could statins be fueling demand? [OK, it’s a 60-something tweet. I get it] (Chart: @WSJ) https://t.co/rTtHCntQky