2026 Year Ahead Video

After a year defined by speculation, markets enter 2026 focused on AI, mega-caps, and aggressive Fed cut expectations. Join Rich Bernstein on why “boring” investments driven by fundamentals, not excess liquidity, may offer a smarter path forward.

RBA | Dec 22, 2025

Our Year Ahead explores what could challenge the consensus outlook, how rate-cut expectations shape market behavior, and why quality, dividends, and broader opportunities may matter more than investors realize.

RBA | Dec 15, 2025

Every market needs speculation, but when it spreads into nearly every asset class, investors face a different kind of challenge. Sometimes the smartest move is the least exciting one.

RBA | Nov 19, 2025

The term "digital gold" is often used by cryptocurrency enthusiasts to describe Bitcoin, Ethereum, and similar assets. However, our latest research shows they behave differently in portfolios.

RBA | Oct 31, 2025

The Fed's extraordinary stimulus since the pandemic has fueled one of the broadest waves of speculation in history, from expensive equity valuations, tight credit spreads, and the ongoing bubble in cryptocurrencies, all pointing to excess liquidity.

RBA | Sep 29, 2025

Mike Contopoulos explores why the “Goldilocks” outcome is unlikely and why investors should favor high-quality dividend stocks, broaden regional exposure, and avoid corporate credit

RBA | Sep 09, 2025

​​​​Another August brings another edition of RBA's Charts for the Beach. Speculation is running high, portfolio betas near all-time highs, and companies pivoting their strategies to borrow for crypto.

RBA | Aug 13, 2025

Speculation may be running rampant—much like past bubbles—but that’s exactly why long-term investors should be optimistic. As past bubbles eventually gave way to investment opportunities, this environment could set the stage for powerful long-term returns.

RBA | Jul 30, 2025

In a speculative market chasing AI and high beta, this report makes the case for the steady power of compounding dividends reminding investors that, especially late in the cycle, a bird in the hand may truly be worth two in the bush.

RBA | Jun 30, 2025

Market leadership is shifting and the once-dominant Magnificent 7 may no longer be so magnificent. Our latest report reveals why broader opportunities are emerging across sectors and regions, with quality, value, and growth converging in unexpected places

RBA | May 29, 2025