RBA's Insights

Magnificence beyond the Magnificent 7

In our latest insight, we explain why we focus on the fundamentals and why we see more than seven growth stories in the world.

RBA's Insights

Opportunities in fixed income

In our latest fixed income insight, we highlight four compelling investments for the remainder of 2023 and into 2024.

RBA's Insights

Fasten your seatbelts for takeoff

With continued uncertainty heading into the new year, we are now seeing signals that the profits cycle has troughed and a profits re-acceleration is ahead.

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Monthly Insight

Magnificence beyond the Magnificent 7

In our latest insight, we explain why we focus on the fundamentals and why we see more than seven growth stories in the world.

RBA | Nov 28, 2023

Monthly Insight

A once-in-a-generation opportunity

Read our latest insight to learn why we believe the economy isn't landing but that we see profits taking off suggesting a once-in-a-generation investment opportunity.

RBA | Oct 31, 2023

Fixed Income Insight

Opportunities in fixed income

In our latest fixed income insight, we highlight four compelling investments for the remainder of 2023 and into 2024.

RBA | Oct 18, 2023

Quick Insight

Is investing really this easy?

Read our quick insight to learn why investors should be careful when Wall Street starts to feel like Easy Street.

RBA | Sep 28, 2023

Monthly Insight

Investors’ shift from fear to greed presents historic opportunities

Read our latest insight to learn what opportunities may be overlooked as many investors continue to chase the equity market's narrow leadership.

RBA | Sep 25, 2023

Monthly Insight

Charts for the beach 2023

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.

RBA | Aug 09, 2023

Monthly Insight

One for Millennials and Gen Z

Read our latest report where Rich Bernstein shares 4 simple lessons for Millennials and Gen Z to consider as they start thinking about their investing future. 

RBA | Jul 27, 2023

Monthly Insight

It’s simple speculation, not a preference for quality

Rich Bernstein analyzes the fundamentals and examines what could be causing today's narrow market leadership.

RBA | Jun 29, 2023

Quick Insight

How are new bulls born?

Read our latest report in which we analyze historical patterns to assess the current situation and identify the characteristics of a new bull market.

RBA | Jun 05, 2023

Monthly Insight

The seesaw becomes extreme

Read our latest report that explains why investing in the speculative side seems immensely bearish and why our portfolios are dominated by the latter.

RBA | May 30, 2023