Charts for the Beach 2022
It's time for our annual August report, "Charts for the Beach." Each year we highlight five of our favorite charts we think the consensus is currently overlooking.
Investors have capitulated so much, they’re bullish
In his latest Quick Insight, Dan Suzuki analyzes explains seven signs that suggest that investors have yet to capitulate.
Japan and China: Shelter from tightening liquidity?
Inflation that remains higher than expected for longer than anticipated has been one of the themes we have been most vocal about over the past year.
The only two certainties for second half of 2022
The investing world seems highly uncertain these days. Investors are understandably having trouble balancing earnings, the Fed, fiscal policy, inflation, economic growth, disease control, and geo- and US politics.
The fixed income water is getting warmer
Michael Contopoulos' latest report highlights some examples in the fixed income universe that we are adding to or watching closely as other investors give up and flee the asset class.
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Bear markets signal leadership change
Bear markets always signal a leadership change within the overall equity market. The leadership going into a bear market is rarely, if ever, the leadership coming out. Because of this rule of thumb, we view bear markets as periods of extreme opportunity.
RBA | Jun 02, 2022
Bond investors underperformed despite a bull market. Now what?
Bond investors underperformed despite a bull market. Now what? Read our latest insight to learn why we believe we are at the start of a pro-inflation paradigm shift, which will challenge traditional buy-and-hold fixed-income investing.
RBA | May 11, 2022
