10.29.21
Literally, a World of Opportunity
In this report, we outline the opportunities available outside of today's bubbles and analyze the fundamentals that support our views.
INSIGHTS
9.29.21
Anatomy of a Bubble
In this report, we investigate what’s causing such widespread bubbles, their potential effects on the overall economy, and the interesting investment opportunities resulting from the bubble’s misallocation of capital.
9.1.21
China vs. Brazil
Investors are increasingly looking outside developed countries for investment opportunities, but it’s important to remember that not all Emerging Market countries are the same. In this report, we compare the opportunities in China & Brazil.
8.19.21
Charts for the Beach
It’s time for our annual August report, “Charts for the Beach.” Each year we highlight five of our favorite charts we think consensus is currently overlooking.
6.30.21
Bubble? 5 for 5.
In this report, we examine the 5 characteristics of a financial bubble and examine them in relation to today’s markets.
5.26.21
RBA Special Report: The Fed’s lagging policy and inflation
RBA analyzes how the Fed's current lagging policy, coupled with today's market environment, may impact inflation.
5.24.21
Momentum investors will be buying energy and materials in a year
The global economy is changing, yet many investors seem to have static portfolios. RBA explains why we believe the current shift in market leadership will last longer than investors are expecting.
4.12.21
The definition of "capital preservation" is changing
RBA analyzes which asset classes historically outperformed in an environment of changing inflation, interest rates, and nominal growth backdrop and examines what a "capital preservation" strategy could mean for the next decade.
