We think deglobalization is becoming a powerful secular global economic force and, in this insight, we explain what it will take for the US economy to persevere.

RBA | Mar 20, 2024

In our latest insight, we outline the similarities of today's market to that of the Tech Bubble and explain what investors can expect once the bubble bursts. 

RBA | Feb 21, 2024

In our latest insight, we analyze several risk/return charts across multiple time horizons and reveal the results that investors tend to find surprising.

RBA | Jan 31, 2024

Michael Contopoulos examines the state of the fixed income markets for 2024 and how we're positioned for a year that will likely play out differently than investors currently expect.

RBA | Jan 18, 2024

We look back at the best trades of the past 50 years and share what we have identified as the biggest opportunities of 2024.

RBA | Jan 11, 2024

In our year ahead outlook, we outline 4 themes embedded in our portfolios that cut through the speculation. Similar to the opportunities after the Tech Bubble, there seem to be plenty of attractive investments - they're just not in this year's favorite.

RBA | Dec 19, 2023

Learn why we believe valuations are heavily influenced by investor sentiment and the impact that the current state of global valuations may have on the markets moving forward.

RBA | Dec 06, 2023

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

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