RBA's Insights

How to avoid another lost decade in equities

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's Insights

2024 Fixed Income: Don't be a hero

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's Insights

Extending time horizons is critical to building wealth

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's Insights

What does a once-in-a-generation investment opportunity look like?

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's Insights

4 for '24: Year Ahead Outlook

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's Insights

Global valuations: A rubber band poised to snap

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.

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Monthly Insight

How to avoid another lost decade in equities

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

Monthly Insight

Extending time horizons is critical to building wealth

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

Fixed Income Insight

2024 Fixed Income: Don't be a hero

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

Quick Insight

What does a once-in-a-generation investment opportunity look like?

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

Monthly Insight

4 for '24: Year Ahead Outlook

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

Research Insight

Global valuations: A rubber band poised to snap

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

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